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Pinnacle Wealth Planning Services’s BWX Technologies BWXT Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$21.8K Buy
112
+1
+0.9% +$208 ﹤0.01% 1736
2026
Q1 		$22.7K Buy
111
+5
+5% +$1.01K ﹤0.01% 1634
2025
Q4 		$18.3K Buy
+106
New +$19.9K ﹤0.01% 1761
2021
Q1 		– Sell
-155
Closed -$9K – 584
2020
Q4 		$9K Buy
+155
New +$8.93K ﹤0.01% 1417

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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's BWXT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its BWX Technologies (BWXT) stake by 0.9% in Q2 2026, buying an estimated $208 and bringing the position to 112 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Pinnacle Wealth Planning Services first reported a position in BWXT in Q4 2020 and has held it in 4 quarters since. The position peaked at $22.7K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 112 shares of BWX Technologies worth $21.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1 BWX Technologies share in Q2 2026, an estimated $208.
  • BWX Technologies made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1736 holding.
  • Pinnacle Wealth Planning Services first reported a position in BWX Technologies in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's BWX Technologies position peaked at $22.7K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.