Key Financial Inc’s BWX Technologies BWXT Stock Holding History

Key Financial Inc’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	$9.93K	Hold	51	–	–	﹤0.01%	872
2026 Q1	$10.4K	Hold	51	–	–	﹤0.01%	873
2025 Q4	$8.81K	Buy	51 +5	+11%	+$938	﹤0.01%	914
2025 Q3	$8.61K	Hold	46	–	–	﹤0.01%	915
2025 Q2	$6.63K	Hold	46	–	–	﹤0.01%	969
2025 Q1	$4.54K	Sell	46 -350	-88%	-$38K	﹤0.01%	1013
2024 Q4	$44.1K	Buy	396 +40	+11%	+$4.89K	0.01%	497
2024 Q3	$38.7K	Hold	356	–	–	0.01%	521
2024 Q2	$33.8K	Buy	356 +6	+2%	+$556	0.01%	535
2024 Q1	$35.9K	Hold	350	–	–	0.01%	490
2023 Q4	$26.9K	Hold	350	–	–	0.01%	529
2023 Q3	$26.2K	Hold	350	–	–	0.01%	515
2023 Q2	$25.1K	Hold	350	–	–	0.01%	535
2023 Q1	$22.1K	Hold	350	–	–	0.01%	529
2022 Q4	$17.6K	Hold	350	–	–	0.01%	514
2022 Q3	$18K	Hold	350	–	–	0.01%	515
2022 Q2	$20K	Hold	350	–	–	0.01%	502
2022 Q1	$19K	Hold	350	–	–	0.01%	507
2021 Q4	$17K	Hold	350	–	–	0.01%	511
2021 Q3	$19K	Hold	350	–	–	0.01%	476
2021 Q2	$20K	Hold	350	–	–	0.01%	466
2021 Q1	$23K	Hold	350	–	–	0.02%	379
2020 Q4	$21K	Buy	+350	New	+$20.2K	0.02%	367
2020 Q2	–	Sell	-350	Closed	-$17K	–	167
2020 Q1	$17K	Buy	+350	New	+$20.8K	0.02%	340

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Key Financial Inc's BWXT Position: Q2 2026 in Review

Key Financial Inc held its BWX Technologies (BWXT) position steady in Q2 2026 at 51 shares worth $9.93K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Key Financial Inc first reported a position in BWXT in Q1 2020 and has held it in 24 quarters since. The position peaked at $44.1K in Q4 2024. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Key Financial Inc held 51 shares of BWX Technologies worth $9.93K as of Q2 2026.
Key Financial Inc left its BWX Technologies share count unchanged in Q2 2026.
BWX Technologies made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #872 holding.
Key Financial Inc first reported a position in BWX Technologies in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's BWX Technologies position peaked at $44.1K in Q4 2024.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.