MFS
BWXT icon

Monetta Financial Services’s BWX Technologies BWXT Stock Holding History

Monetta Financial Services’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 		$1.43M Hold
7,000
– – 1.11% 29
2025
Q4 		$1.21M Hold
7,000
– – 0.87% 37
2025
Q3 		$1.29M Buy
+7,000
New +$1.13M 0.9% 35

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

Monetta Financial Services's BWXT Position: Q1 2026 in Review

Monetta Financial Services held its BWX Technologies (BWXT) position steady in Q1 2026 at 7,000 shares worth $1.43M. The position accounts for 1.11% of the portfolio, ranked #29.

Monetta Financial Services first reported a position in BWXT in Q3 2025 and has held it in 3 quarters since. 824 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • Monetta Financial Services held 7,000 shares of BWX Technologies worth $1.43M as of Q1 2026.
  • Monetta Financial Services left its BWX Technologies share count unchanged in Q1 2026.
  • BWX Technologies made up 1.11% of Monetta Financial Services's portfolio in Q1 2026, its #29 holding.
  • Monetta Financial Services first reported a position in BWX Technologies in Q3 2025 and has held it in 3 quarters since.
  • 824 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Monetta Financial Services's 13F filing for Q1 2026, filed 13 May 2026.