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Independent Advisor Alliance’s BWX Technologies BWXT Stock Holding History

Independent Advisor Alliance’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 		$5.37M Sell
27,597
-1,584
-5% -$330K 0.13% 117
2026
Q1 		$5.97M Buy
29,181
+1,725
+6% +$350K 0.06% 275
2025
Q4 		$4.75M Buy
27,456
+193
+0.7% +$36.2K 0.12% 139
2025
Q3 		$5.03M Sell
27,263
-264
-1% -$42.5K 0.13% 132
2025
Q2 		$3.97M Sell
27,527
-653
-2% -$76.3K 0.11% 152
2025
Q1 		$2.78M Buy
28,180
+3
+0% +$326 0.09% 206
2024
Q4 		$3.14M Buy
28,177
+676
+2% +$82.6K 0.04% 390
2024
Q3 		$2.99M Sell
27,501
-514
-2% -$51.1K 0.11% 165
2024
Q2 		$2.66M Buy
28,015
+655
+2% +$60.7K 0.09% 182
2024
Q1 		$2.81M Sell
27,360
-7,310
-21% -$654K 0.1% 174
2023
Q4 		$2.66M Buy
34,670
+595
+2% +$45.7K 0.1% 172
2023
Q3 		$2.55M Sell
34,075
-146
-0.4% -$10.6K 0.12% 170
2023
Q2 		$2.45M Buy
34,221
+962
+3% +$62.9K 0.11% 170
2023
Q1 		$2.1M Buy
33,259
+662
+2% +$39.9K 0.1% 182
2022
Q4 		$1.89K Buy
32,597
+27,731
+570% +$1.59M ﹤0.01% 258
2022
Q3 		$245K Buy
+4,866
New +$263K 0.01% 535

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

Independent Advisor Alliance's BWXT Position: Q2 2026 in Review

Independent Advisor Alliance reduced its BWX Technologies (BWXT) stake by 5.4% in Q2 2026, selling an estimated $330K and leaving 27,597 shares worth $5.37M. The position accounts for 0.13% of the portfolio, ranked #117.

Independent Advisor Alliance first reported a position in BWXT in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.97M in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Independent Advisor Alliance held 27,597 shares of BWX Technologies worth $5.37M as of Q2 2026.
  • Independent Advisor Alliance sold 1,584 BWX Technologies shares in Q2 2026, an estimated $330K.
  • BWX Technologies made up 0.13% of Independent Advisor Alliance's portfolio in Q2 2026, its #117 holding.
  • Independent Advisor Alliance first reported a position in BWX Technologies in Q3 2022 and has held it in 16 quarters since.
  • Independent Advisor Alliance's BWX Technologies position peaked at $5.97M in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.