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Larson Financial Group’s BWX Technologies BWXT Stock Holding History

Larson Financial Group’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 		$202K Sell
1,040
-4
-0.4% -$833 0.01% 843
2026
Q1 		$213K Buy
1,044
+2
+0.2% +$406 0.01% 698
2025
Q4 		$180K Buy
1,042
+966
+1,271% +$181K 0.01% 730
2025
Q3 		$14K Hold
76
– – ﹤0.01% 1842
2025
Q2 		$10.9K Buy
76
+31
+69% +$3.62K ﹤0.01% 1774
2025
Q1 		$4.44K Buy
45
+40
+800% +$4.34K ﹤0.01% 1917
2024
Q4 		$557 Buy
+5
New +$611 ﹤0.01% 2174
2023
Q4 		– Sell
-20
Closed -$1.5K – 1813
2023
Q3 		$1.5K Buy
+20
New +$1.45K ﹤0.01% 1415

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

Larson Financial Group's BWXT Position: Q2 2026 in Review

Larson Financial Group reduced its BWX Technologies (BWXT) stake by 0.38% in Q2 2026, selling an estimated $833 and leaving 1,040 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #843.

Larson Financial Group first reported a position in BWXT in Q3 2023 and has held it in 8 quarters since. The position peaked at $213K in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Larson Financial Group held 1,040 shares of BWX Technologies worth $202K as of Q2 2026.
  • Larson Financial Group sold 4 BWX Technologies shares in Q2 2026, an estimated $833.
  • BWX Technologies made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #843 holding.
  • Larson Financial Group first reported a position in BWX Technologies in Q3 2023 and has held it in 8 quarters since.
  • Larson Financial Group's BWX Technologies position peaked at $213K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

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