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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
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 $6.73T 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

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

Merit Financial Group increased its BWX Technologies (BWXT) stake by 8.6% in Q2 2026, buying an estimated $53.5K and bringing the position to 3,230 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Merit Financial Group first reported a position in BWXT in Q1 2025 and has held it in 6 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Merit Financial Group held 3,230 shares of BWX Technologies worth $629K as of Q2 2026.
  • Merit Financial Group bought 257 BWX Technologies shares in Q2 2026, an estimated $53.5K.
  • BWX Technologies made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1361 holding.
  • Merit Financial Group first reported a position in BWX Technologies in Q1 2025 and has held it in 6 quarters since.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.