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Planning Strategies’s BWX Technologies BWXT Stock Holding History

Planning Strategies’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 		$195 Buy
+1
New +$208 ﹤0.01% 991

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

Planning Strategies's BWXT Position: Q2 2026 in Review

Planning Strategies opened a new position in BWX Technologies (BWXT) in Q2 2026: 1 share worth $195. The stake represents ﹤0.01% of the portfolio and ranks #991 among its holdings.

803 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Planning Strategies held 1 share of BWX Technologies worth $195 as of Q2 2026.
  • BWX Technologies was a new Planning Strategies position in Q2 2026.
  • BWX Technologies made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #991 holding.
  • 803 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.