Physician Wealth Advisors’s BWX Technologies BWXT Stock Holding History

Physician Wealth Advisors’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	$3.12K	Buy	16 +3	+23%	+$625	﹤0.01%	1311
2026 Q1	$2.66K	Hold	13	–	–	﹤0.01%	1234
2025 Q4	$2.25K	Buy	13 +3	+30%	+$563	﹤0.01%	1235
2025 Q3	$1.84K	Hold	10	–	–	﹤0.01%	1265
2025 Q2	$1.44K	Buy	+10	New	+$1.17K	﹤0.01%	1184

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Physician Wealth Advisors's BWXT Position: Q2 2026 in Review

Physician Wealth Advisors increased its BWX Technologies (BWXT) stake by 23% in Q2 2026, buying an estimated $625 and bringing the position to 16 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Physician Wealth Advisors first reported a position in BWXT in Q2 2025 and has held it in 5 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Physician Wealth Advisors held 16 shares of BWX Technologies worth $3.12K as of Q2 2026.
Physician Wealth Advisors bought 3 BWX Technologies shares in Q2 2026, an estimated $625.
BWX Technologies made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1311 holding.
Physician Wealth Advisors first reported a position in BWX Technologies in Q2 2025 and has held it in 5 quarters since.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.