Jones Financial Companies
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Jones Financial Companies’s BWX Technologies BWXT Stock Holding History

Jones Financial Companies’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 		$4.62M Buy
23,337
+4,259
+22% +$887K ﹤0.01% 1227
2026
Q1 		$3.87M Buy
19,078
+10,558
+124% +$2.14M ﹤0.01% 1177
2025
Q4 		$1.47M Buy
8,520
+1,470
+21% +$276K ﹤0.01% 1082
2025
Q3 		$1.27M Buy
7,050
+2,822
+67% +$454K ﹤0.01% 1036
2025
Q2 		$605K Buy
4,228
+1,362
+48% +$159K ﹤0.01% 1198
2025
Q1 		$284K Buy
2,866
+1,041
+57% +$113K ﹤0.01% 1350
2024
Q4 		$203K Buy
1,825
+448
+33% +$54.7K ﹤0.01% 1352
2024
Q3 		$150K Buy
1,377
+210
+18% +$20.9K ﹤0.01% 1251
2024
Q2 		$111K Buy
1,167
+904
+344% +$83.8K ﹤0.01% 1018
2024
Q1 		$27K Buy
263
+248
+1,653% +$22.2K ﹤0.01% 843
2023
Q4 		$1.15K Buy
+15
New +$1.15K ﹤0.01% 951
2021
Q1 		– Sell
-65
Closed -$4K – 787
2020
Q4 		$4K Buy
+65
New +$3.74K ﹤0.01% 515

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 $3.38T AUM 44.17% 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

Jones Financial Companies's BWXT Position: Q2 2026 in Review

Jones Financial Companies increased its BWX Technologies (BWXT) stake by 22% in Q2 2026, buying an estimated $887K and bringing the position to 23,337 shares worth $4.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Jones Financial Companies first reported a position in BWXT in Q4 2020 and has held it in 12 quarters since. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Jones Financial Companies held 23,337 shares of BWX Technologies worth $4.62M as of Q2 2026.
  • Jones Financial Companies bought 4,259 BWX Technologies shares in Q2 2026, an estimated $887K.
  • BWX Technologies made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1227 holding.
  • Jones Financial Companies first reported a position in BWX Technologies in Q4 2020 and has held it in 12 quarters since.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.