Merit Financial Group
BWXT icon

Merit Financial Group’s BWX Technologies BWXT Stock Holding History

Merit 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
Q3 		$658K Buy
4,804
+1,574
+49% +$257K ﹤0.01% 1394
2026
Q2 		$629K Buy
3,230
+257
+9% +$53.5K ﹤0.01% 1361
2026
Q1 		$608K Buy
2,973
+208
+8% +$42.2K ﹤0.01% 1253
2025
Q4 		$478K Sell
2,765
-245
-8% -$46K ﹤0.01% 1337
2025
Q3 		$555K Sell
3,010
-146
-5% -$23.5K 0.01% 1120
2025
Q2 		$455K Buy
3,156
+1,111
+54% +$130K 0.01% 1144
2025
Q1 		$202K Buy
+2,045
New +$222K ﹤0.01% 1306

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

Merit Financial Group's BWXT Position: Q3 2026 in Review

Merit Financial Group increased its BWX Technologies (BWXT) stake by 49% in Q3 2026, buying an estimated $257K and bringing the position to 4,804 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Merit Financial Group first reported a position in BWXT in Q1 2025 and has held it in 7 quarters since. 621 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Merit Financial Group held 4,804 shares of BWX Technologies worth $658K as of Q3 2026.
  • Merit Financial Group bought 1,574 BWX Technologies shares in Q3 2026, an estimated $257K.
  • BWX Technologies made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1394 holding.
  • Merit Financial Group first reported a position in BWX Technologies in Q1 2025 and has held it in 7 quarters since.
  • 621 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.