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 Q3	–	Sell	-1	Closed	-$195	–	1166
2026 Q2	$195	Buy	+1	New	+$208	﹤0.01%	991

Other funds holding BWXT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Planning Strategies's BWXT Position: Q3 2026 in Review

Planning Strategies sold out of BWX Technologies (BWXT) in Q3 2026, closing a stake of 1 share — an estimated $195 sold.

Planning Strategies first reported a position in BWXT in Q2 2026 and held it in 1 quarter. The position peaked at $195 in Q2 2026. 621 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

Planning Strategies reported no remaining BWX Technologies position as of Q3 2026 after selling out during the quarter.
Planning Strategies sold 1 BWX Technologies share in Q3 2026, an estimated $195.
Planning Strategies first reported a position in BWX Technologies in Q2 2026 and held it in 1 quarter.
Planning Strategies's BWX Technologies position peaked at $195 in Q2 2026.
621 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.