Meriwether Wealth & Planning’s BWX Technologies BWXT Stock Holding History

Meriwether Wealth & Planning’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	$75.5K	Buy	+551	New	+$90K	0.03%	210

Other funds holding BWXT

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Builder Investment Group Atlanta, Georgia $493M AUM 24.13% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Meriwether Wealth & Planning's BWXT Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in BWX Technologies (BWXT) in Q3 2026: 551 shares worth $75.5K. The stake represents 0.03% of the portfolio and ranks #210 among its holdings.

149 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

Meriwether Wealth & Planning held 551 shares of BWX Technologies worth $75.5K as of Q3 2026.
BWX Technologies was a new Meriwether Wealth & Planning position in Q3 2026.
BWX Technologies made up 0.03% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #210 holding.
149 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.