LeConte Wealth Management
BWXT icon

LeConte Wealth Management’s BWX Technologies BWXT Stock Holding History

LeConte 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 		$215K Sell
1,569
-260
-14% -$42.4K 0.11% 167
2026
Q2 		$356K Buy
1,829
+144
+9% +$30K 0.19% 95
2026
Q1 		$345K Buy
+1,685
New +$342K 0.22% 79

Other funds holding BWXT

Geode Capital Management
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William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

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

LeConte Wealth Management reduced its BWX Technologies (BWXT) stake by 14% in Q3 2026, selling an estimated $42.4K and leaving 1,569 shares worth $215K. The position accounts for 0.11% of the portfolio, ranked #167.

LeConte Wealth Management first reported a position in BWXT in Q1 2026 and has held it in 3 quarters since. The position peaked at $356K in Q2 2026. 439 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • LeConte Wealth Management held 1,569 shares of BWX Technologies worth $215K as of Q3 2026.
  • LeConte Wealth Management sold 260 BWX Technologies shares in Q3 2026, an estimated $42.4K.
  • BWX Technologies made up 0.11% of LeConte Wealth Management's portfolio in Q3 2026, its #167 holding.
  • LeConte Wealth Management first reported a position in BWX Technologies in Q1 2026 and has held it in 3 quarters since.
  • LeConte Wealth Management's BWX Technologies position peaked at $356K in Q2 2026.
  • 439 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.