Investors Research Corp’s BWX Technologies BWXT Stock Holding History

Investors Research Corp’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	$1.37K	Hold	10	–	–	﹤0.01%	701
2026 Q2	$1.95K	Hold	10	–	–	﹤0.01%	687
2026 Q1	$2.04K	Hold	10	–	–	﹤0.01%	698
2025 Q4	$1.73K	Hold	10	–	–	﹤0.01%	764
2025 Q3	$1.84K	Hold	10	–	–	﹤0.01%	791
2025 Q2	$1.44K	Hold	10	–	–	﹤0.01%	846
2025 Q1	$987	Buy	+10	New	+$1.08K	﹤0.01%	889
2024 Q1	–	Sell	-278	Closed	-$21.3K	–	1037
2023 Q4	$21.3K	Buy	+278	New	+$21.4K	0.01%	623

Other funds holding BWXT

SCM

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Investors Research Corp's BWXT Position: Q3 2026 in Review

Investors Research Corp held its BWX Technologies (BWXT) position steady in Q3 2026 at 10 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Investors Research Corp first reported a position in BWXT in Q4 2023 and has held it in 8 quarters since. The position peaked at $21.3K in Q4 2023. 27 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

Investors Research Corp held 10 shares of BWX Technologies worth $1.37K as of Q3 2026.
Investors Research Corp left its BWX Technologies share count unchanged in Q3 2026.
BWX Technologies made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #701 holding.
Investors Research Corp first reported a position in BWX Technologies in Q4 2023 and has held it in 8 quarters since.
Investors Research Corp's BWX Technologies position peaked at $21.3K in Q4 2023.
27 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.