Jamison Private Wealth Management
BWXT icon

Jamison Private Wealth Management’s BWX Technologies BWXT Stock Holding History

Jamison Private Wealth Management’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 		$482K Buy
3,517
+1,532
+77% +$250K 0.05% 173
2026
Q2 		$386K Buy
1,985
+973
+96% +$203K 0.04% 184
2026
Q1 		$207K Buy
+1,012
New +$206K 0.03% 209

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William Blair Investment Management
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Jamison Private Wealth Management's BWXT Position: Q3 2026 in Review

Jamison Private Wealth Management increased its BWX Technologies (BWXT) stake by 77% in Q3 2026, buying an estimated $250K and bringing the position to 3,517 shares worth $482K. The position accounts for 0.05% of the portfolio, ranked #173.

Jamison Private Wealth Management first reported a position in BWXT in Q1 2026 and has held it in 3 quarters since. 439 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Jamison Private Wealth Management held 3,517 shares of BWX Technologies worth $482K as of Q3 2026.
  • Jamison Private Wealth Management bought 1,532 BWX Technologies shares in Q3 2026, an estimated $250K.
  • BWX Technologies made up 0.05% of Jamison Private Wealth Management's portfolio in Q3 2026, its #173 holding.
  • Jamison Private Wealth Management first reported a position in BWX Technologies in Q1 2026 and has held it in 3 quarters since.
  • 439 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.