IWA
BWXT icon

Icon Wealth Advisors’s BWX Technologies BWXT Stock Holding History

Icon Wealth Advisors’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
2025
Q4 		– Sell
-576
Closed -$106K – 412
2025
Q3 		$106K Sell
576
-408
-41% -$65.6K 0.01% 496
2025
Q2 		$142K Sell
984
-362
-27% -$42.3K 0.01% 430
2025
Q1 		$133K Buy
1,346
+443
+49% +$48.1K 0.01% 426
2024
Q4 		$101K Buy
+903
New +$110K 0.01% 502

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Icon Wealth Advisors's BWXT Position: Q4 2025 in Review

Icon Wealth Advisors sold out of BWX Technologies (BWXT) in Q4 2025, closing a stake of 576 shares — an estimated $106K sold.

Icon Wealth Advisors first reported a position in BWXT in Q4 2024 and held it in 4 quarters. The position peaked at $142K in Q2 2025. 758 funds tracked by Wall St. Rank hold BWXT as of Q4 2025.

  • Icon Wealth Advisors reported no remaining BWX Technologies position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 576 BWX Technologies shares in Q4 2025, an estimated $106K.
  • Icon Wealth Advisors first reported a position in BWX Technologies in Q4 2024 and held it in 4 quarters.
  • Icon Wealth Advisors's BWX Technologies position peaked at $142K in Q2 2025.
  • 758 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.