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Legacy Wealth Asset Management’s BWX Technologies BWXT Stock Holding History

Legacy Wealth Asset 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 		$696K Sell
5,078
-149
-3% -$24.3K 0.15% 193
2026
Q2 		$1.02M Sell
5,227
-126
-2% -$26.2K 0.22% 122
2026
Q1 		$1.09M Buy
5,353
+9
+0.2% +$1.83K 0.27% 106
2025
Q4 		$924K Sell
5,344
-2,532
-32% -$475K 0.23% 128
2025
Q3 		$1.45M Sell
7,876
-160
-2% -$25.7K 0.35% 71
2025
Q2 		$1.16M Sell
8,036
-119
-1% -$13.9K 0.29% 87
2025
Q1 		$804K Sell
8,155
-241
-3% -$26.2K 0.22% 125
2024
Q4 		$935K Sell
8,396
-162
-2% -$19.8K 0.25% 100
2024
Q3 		$930K Sell
8,558
-13
-0.2% -$1.29K 0.25% 102
2024
Q2 		$814K Buy
8,571
+1,527
+22% +$142K 0.23% 114
2024
Q1 		$723K Buy
7,044
+4
+0.1% +$358 0.2% 147
2023
Q4 		$540K Buy
7,040
+1,084
+18% +$83.3K 0.18% 204
2023
Q3 		$447K Buy
5,956
+371
+7% +$26.8K 0.16% 226
2023
Q2 		$400K Buy
5,585
+138
+3% +$9.02K 0.14% 253
2023
Q1 		$343K Buy
5,447
+879
+19% +$53K 0.12% 276
2022
Q4 		$265K Sell
4,568
-8
-0.2% -$459 0.1% 298
2022
Q3 		$230K Sell
4,576
-1,316
-22% -$71K 0.1% 291
2022
Q2 		$325K Buy
5,892
+41
+0.7% +$2.13K 0.13% 221
2022
Q1 		$315K Buy
5,851
+65
+1% +$3.2K 0.11% 249
2021
Q4 		$277K Sell
5,786
-770
-12% -$40.3K 0.09% 265
2021
Q3 		$353K Buy
6,556
+19
+0.3% +$1.07K 0.16% 221
2021
Q2 		$380K Sell
6,537
-1,119
-15% -$72K 0.17% 220
2021
Q1 		$505K Sell
7,656
-29
-0.4% -$1.74K 0.23% 171
2020
Q4 		$463K Buy
+7,685
New +$443K 0.23% 165

Other funds holding BWXT

SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Legacy Wealth Asset Management's BWXT Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its BWX Technologies (BWXT) stake by 2.9% in Q3 2026, selling an estimated $24.3K and leaving 5,078 shares worth $696K. The position accounts for 0.15% of the portfolio, ranked #193.

Legacy Wealth Asset Management first reported a position in BWXT in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.45M in Q3 2025. 27 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Legacy Wealth Asset Management held 5,078 shares of BWX Technologies worth $696K as of Q3 2026.
  • Legacy Wealth Asset Management sold 149 BWX Technologies shares in Q3 2026, an estimated $24.3K.
  • BWX Technologies made up 0.15% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #193 holding.
  • Legacy Wealth Asset Management first reported a position in BWX Technologies in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's BWX Technologies position peaked at $1.45M in Q3 2025.
  • 27 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.