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Money Concepts Capital’s BWX Technologies BWXT Stock Holding History

Money Concepts Capital’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 		$228K Buy
1,172
+24
+2% +$5K 0.01% 578
2026
Q1 		$235K Buy
+1,148
New +$233K 0.01% 510

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 $3.38T AUM 44.17% 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

Money Concepts Capital's BWXT Position: Q2 2026 in Review

Money Concepts Capital increased its BWX Technologies (BWXT) stake by 2.1% in Q2 2026, buying an estimated $5K and bringing the position to 1,172 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #578.

Money Concepts Capital first reported a position in BWXT in Q1 2026 and has held it in 2 quarters since. The position peaked at $235K in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Money Concepts Capital held 1,172 shares of BWX Technologies worth $228K as of Q2 2026.
  • Money Concepts Capital bought 24 BWX Technologies shares in Q2 2026, an estimated $5K.
  • BWX Technologies made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #578 holding.
  • Money Concepts Capital first reported a position in BWX Technologies in Q1 2026 and has held it in 2 quarters since.
  • Money Concepts Capital's BWX Technologies position peaked at $235K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.