Kingsview Wealth Management
BWXT icon

Kingsview Wealth Management’s BWX Technologies BWXT Stock Holding History

Kingsview 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 		$633K Sell
4,620
-959
-17% -$157K 0.01% 890
2026
Q2 		$1.09M Buy
5,579
+3,428
+159% +$714K 0.01% 727
2026
Q1 		$440K Buy
+2,151
New +$437K 0.01% 946
2025
Q3 		– Sell
-3,230
Closed -$465K – 1207
2025
Q2 		$465K Buy
+3,230
New +$377K 0.01% 793

Other funds holding BWXT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Kingsview Wealth Management's BWXT Position: Q3 2026 in Review

Kingsview Wealth Management reduced its BWX Technologies (BWXT) stake by 17% in Q3 2026, selling an estimated $157K and leaving 4,620 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #890.

Kingsview Wealth Management first reported a position in BWXT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.09M in Q2 2026. 621 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Kingsview Wealth Management held 4,620 shares of BWX Technologies worth $633K as of Q3 2026.
  • Kingsview Wealth Management sold 959 BWX Technologies shares in Q3 2026, an estimated $157K.
  • BWX Technologies made up 0.01% of Kingsview Wealth Management's portfolio in Q3 2026, its #890 holding.
  • Kingsview Wealth Management first reported a position in BWX Technologies in Q2 2025 and has held it in 4 quarters since.
  • Kingsview Wealth Management's BWX Technologies position peaked at $1.09M in Q2 2026.
  • 621 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Kingsview Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.