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MPWM Advisory Solutions’s BWX Technologies BWXT Stock Holding History

MPWM Advisory Solutions’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 		$23.7K Buy
+122
New +$25.4K 0.01% 268
2025
Q2 		– Sell
-7
Closed -$691 – 563
2025
Q1 		$691 Hold
7
– – ﹤0.01% 583
2024
Q4 		$780 Buy
+7
New +$855 ﹤0.01% 576

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

MPWM Advisory Solutions's BWXT Position: Q2 2026 in Review

MPWM Advisory Solutions opened a new position in BWX Technologies (BWXT) in Q2 2026: 122 shares worth $23.7K. The stake represents 0.01% of the portfolio and ranks #268 among its holdings. This is a return to the name: MPWM Advisory Solutions previously reported a position in BWXT as recently as Q1 2025.

MPWM Advisory Solutions first reported a position in BWXT in Q4 2024 and has held it in 3 quarters since. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • MPWM Advisory Solutions held 122 shares of BWX Technologies worth $23.7K as of Q2 2026.
  • BWX Technologies was a new MPWM Advisory Solutions position in Q2 2026.
  • BWX Technologies made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #268 holding.
  • MPWM Advisory Solutions first reported a position in BWX Technologies in Q4 2024 and has held it in 3 quarters since.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.