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
Q3 		$233K Buy
1,699
+48
+3% +$7.84K 0.06% 284
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

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Independent Wealth Network's BWXT Position: Q3 2026 in Review

Independent Wealth Network increased its BWX Technologies (BWXT) stake by 2.9% in Q3 2026, buying an estimated $7.84K and bringing the position to 1,699 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #284.

Independent Wealth Network first reported a position in BWXT in Q3 2025 and has held it in 4 quarters since. The position peaked at $321K in Q2 2026. 563 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Independent Wealth Network held 1,699 shares of BWX Technologies worth $233K as of Q3 2026.
  • Independent Wealth Network bought 48 BWX Technologies shares in Q3 2026, an estimated $7.84K.
  • BWX Technologies made up 0.06% of Independent Wealth Network's portfolio in Q3 2026, its #284 holding.
  • Independent Wealth Network first reported a position in BWX Technologies in Q3 2025 and has held it in 4 quarters since.
  • Independent Wealth Network's BWX Technologies position peaked at $321K in Q2 2026.
  • 563 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.