JWA
BWXT icon

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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JFS Wealth Advisors's BWXT Position: Q2 2026 in Review

JFS Wealth Advisors reduced its BWX Technologies (BWXT) stake by 2.3% in Q2 2026, selling an estimated $625 and leaving 128 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

JFS Wealth Advisors first reported a position in BWXT in Q4 2021 and has held it in 19 quarters since. The position peaked at $26.8K in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • JFS Wealth Advisors held 128 shares of BWX Technologies worth $24.9K as of Q2 2026.
  • JFS Wealth Advisors sold 3 BWX Technologies shares in Q2 2026, an estimated $625.
  • BWX Technologies made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #714 holding.
  • JFS Wealth Advisors first reported a position in BWX Technologies in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's BWX Technologies position peaked at $26.8K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.