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Iams Wealth Management’s BWX Technologies BWXT Stock Holding History

Iams Wealth Management’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$879K Buy
4,517
+274
+6% +$57.1K 0.26% 109
2026
Q1 		$868K Sell
4,243
-114
-3% -$23.2K 0.3% 100
2025
Q4 		$753K Sell
4,357
-177
-4% -$33.2K 0.27% 106
2025
Q3 		$836K Sell
4,534
-1,001
-18% -$161K 0.34% 85
2025
Q2 		$797K Sell
5,535
-508
-8% -$59.4K 0.37% 79
2025
Q1 		$596K Buy
6,043
+1,580
+35% +$171K 0.27% 102
2024
Q4 		$497K Buy
4,463
+792
+22% +$96.8K 0.23% 109
2024
Q3 		$399K Buy
+3,671
New +$365K 0.2% 110

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Iams Wealth Management's BWXT Position: Q2 2026 in Review

Iams Wealth Management increased its BWX Technologies (BWXT) stake by 6.5% in Q2 2026, buying an estimated $57.1K and bringing the position to 4,517 shares worth $879K. The position accounts for 0.26% of the portfolio, ranked #109.

Iams Wealth Management first reported a position in BWXT in Q3 2024 and has held it in 8 quarters since. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Iams Wealth Management held 4,517 shares of BWX Technologies worth $879K as of Q2 2026.
  • Iams Wealth Management bought 274 BWX Technologies shares in Q2 2026, an estimated $57.1K.
  • BWX Technologies made up 0.26% of Iams Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Iams Wealth Management first reported a position in BWX Technologies in Q3 2024 and has held it in 8 quarters since.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.