PFS Partners’s BWX Technologies BWXT Stock Holding History

PFS Partners’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	$29.7K	Hold	217	–	–	0.01%	273
2026 Q2	$42.2K	Hold	217	–	–	0.02%	219
2026 Q1	$44.4K	Hold	217	–	–	0.02%	189
2025 Q4	$37.5K	Hold	217	–	–	0.02%	208
2025 Q3	$40K	Hold	217	–	–	0.02%	193
2025 Q2	$31.3K	Hold	217	–	–	0.02%	195
2025 Q1	$21.4K	Hold	217	–	–	0.01%	218
2024 Q4	$24.2K	Hold	217	–	–	0.01%	203
2024 Q3	$23.6K	Hold	217	–	–	0.01%	201
2024 Q2	$20.6K	Hold	217	–	–	0.01%	196
2024 Q1	$22.3K	Hold	217	–	–	0.01%	189
2023 Q4	$16.7K	Buy	217 +197	+985%	+$15.1K	0.01%	206
2023 Q3	$1.5K	Hold	20	–	–	﹤0.01%	418
2023 Q2	$1.43K	Hold	20	–	–	﹤0.01%	437
2023 Q1	$1.26K	Buy	+20	New	+$1.2K	﹤0.01%	351

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

PFS Partners's BWXT Position: Q3 2026 in Review

PFS Partners held its BWX Technologies (BWXT) position steady in Q3 2026 at 217 shares worth $29.7K. The position accounts for 0.01% of the portfolio, ranked #273.

PFS Partners first reported a position in BWXT in Q1 2023 and has held it in 15 quarters since. The position peaked at $44.4K in Q1 2026. 129 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

PFS Partners held 217 shares of BWX Technologies worth $29.7K as of Q3 2026.
PFS Partners left its BWX Technologies share count unchanged in Q3 2026.
BWX Technologies made up 0.01% of PFS Partners's portfolio in Q3 2026, its #273 holding.
PFS Partners first reported a position in BWX Technologies in Q1 2023 and has held it in 15 quarters since.
PFS Partners's BWX Technologies position peaked at $44.4K in Q1 2026.
129 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.