JFS Wealth Advisors’s BWX Technologies BWXT Stock Holding History

JFS Wealth Advisors’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	$24.9K	Sell	128 -3	-2%	-$625	﹤0.01%	714
2026 Q1	$26.8K	Buy	131 +1	+0.8%	+$203	﹤0.01%	670
2025 Q4	$22.5K	Buy	130 +19	+17%	+$3.56K	﹤0.01%	722
2025 Q3	$20.5K	Buy	111 +1	+0.9%	+$161	﹤0.01%	693
2025 Q2	$15.8K	Sell	110 -1	-0.9%	-$117	﹤0.01%	715
2025 Q1	$11K	Buy	111 +1	+0.9%	+$109	﹤0.01%	852
2024 Q4	$12.3K	Hold	110	–	–	﹤0.01%	794
2024 Q3	$12K	Buy	110 +1	+0.9%	+$99	﹤0.01%	796
2024 Q2	$10.4K	Hold	109	–	–	﹤0.01%	787
2024 Q1	$11.2K	Sell	109 -3	-3%	-$268	﹤0.01%	782
2023 Q4	$8.59K	Buy	112 +3	+3%	+$231	﹤0.01%	825
2023 Q3	$8.17K	Hold	109	–	–	﹤0.01%	794
2023 Q2	$7.8K	Sell	109 -2	-2%	-$131	﹤0.01%	815
2023 Q1	$7K	Hold	111	–	–	﹤0.01%	857
2022 Q4	$6.45K	Hold	111	–	–	﹤0.01%	887
2022 Q3	$6K	Sell	111 -12	-10%	-$648	﹤0.01%	895
2022 Q2	$7K	Buy	123 +26	+27%	+$1.35K	﹤0.01%	859
2022 Q1	$5K	Buy	97 +84	+646%	+$4.13K	﹤0.01%	1024
2021 Q4	$1K	Buy	+13	New	+$680	﹤0.01%	1278

Other funds holding BWXT

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return