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LGT Financial Advisors’s BWX Technologies BWXT Stock Holding History

LGT Financial Advisors’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
Q1 		– Sell
-25
Closed -$4.3K – 255
2025
Q4 		$4.3K Hold
25
– – 0.03% 214
2025
Q3 		$4.58K Sell
25
-24
-49% -$3.86K 0.01% 312
2025
Q2 		$7.03K Hold
49
– – 0.02% 249
2025
Q1 		$4.8K Sell
49
-384
-89% -$41.7K 0.01% 228
2024
Q4 		$48.2K Buy
433
+1
+0.2% +$122 0.11% 151
2024
Q3 		$47K Sell
432
-269
-38% -$26.7K 0.12% 129
2024
Q2 		$66.6K Sell
701
-1,105
-61% -$102K 0.14% 126
2024
Q1 		$185K Sell
1,806
-707
-28% -$63.2K 0.22% 109
2023
Q4 		$193K Buy
2,513
+46
+2% +$3.54K 0.24% 97
2023
Q3 		$185K Sell
2,467
-597
-19% -$43.1K 0.24% 89
2023
Q2 		$219K Buy
+3,064
New +$200K 0.23% 108

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LGT Financial Advisors's BWXT Position: Q1 2026 in Review

LGT Financial Advisors sold out of BWX Technologies (BWXT) in Q1 2026, closing a stake of 25 shares — an estimated $4.3K sold.

LGT Financial Advisors first reported a position in BWXT in Q2 2023 and held it in 11 quarters. The position peaked at $219K in Q2 2023. 824 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • LGT Financial Advisors reported no remaining BWX Technologies position as of Q1 2026 after selling out during the quarter.
  • LGT Financial Advisors sold 25 BWX Technologies shares in Q1 2026, an estimated $4.3K.
  • LGT Financial Advisors first reported a position in BWX Technologies in Q2 2023 and held it in 11 quarters.
  • LGT Financial Advisors's BWX Technologies position peaked at $219K in Q2 2023.
  • 824 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.