IWN
BWXT icon

Independent Wealth Network’s BWX Technologies BWXT Stock Holding History

Independent Wealth Network’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 		$321K Buy
1,651
+454
+38% +$94.6K 0.08% 239
2026
Q1 		$245K Buy
+1,197
New +$243K 0.07% 242
2025
Q4 		– Sell
-1,111
Closed -$205K – 291
2025
Q3 		$205K Buy
+1,111
New +$179K 0.07% 264

Other funds holding BWXT

ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Independent Wealth Network's BWXT Position: Q2 2026 in Review

Independent Wealth Network increased its BWX Technologies (BWXT) stake by 38% in Q2 2026, buying an estimated $94.6K and bringing the position to 1,651 shares worth $321K. The position accounts for 0.08% of the portfolio, ranked #239.

Independent Wealth Network first reported a position in BWXT in Q3 2025 and has held it in 3 quarters since. 255 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Independent Wealth Network held 1,651 shares of BWX Technologies worth $321K as of Q2 2026.
  • Independent Wealth Network bought 454 BWX Technologies shares in Q2 2026, an estimated $94.6K.
  • BWX Technologies made up 0.08% of Independent Wealth Network's portfolio in Q2 2026, its #239 holding.
  • Independent Wealth Network first reported a position in BWX Technologies in Q3 2025 and has held it in 3 quarters since.
  • 255 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.