Principia Wealth Advisory’s BWX Technologies BWXT Stock Holding History

Principia Wealth Advisory’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	$973	Buy	5 +2	+67%	+$417	﹤0.01%	767
2026 Q1	$613	Hold	3	–	–	﹤0.01%	817
2025 Q4	$519	Buy	3 +1	+50%	+$188	﹤0.01%	816
2025 Q3	$369	Buy	+2	New	+$322	﹤0.01%	827
2025 Q1	–	Sell	-2	Closed	-$223	–	864
2024 Q4	$223	Buy	+2	New	+$244	﹤0.01%	718

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

Principia Wealth Advisory's BWXT Position: Q2 2026 in Review

Principia Wealth Advisory increased its BWX Technologies (BWXT) stake by 67% in Q2 2026, buying an estimated $417 and bringing the position to 5 shares worth $973. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Principia Wealth Advisory first reported a position in BWXT in Q4 2024 and has held it in 5 quarters since. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Principia Wealth Advisory held 5 shares of BWX Technologies worth $973 as of Q2 2026.
Principia Wealth Advisory bought 2 BWX Technologies shares in Q2 2026, an estimated $417.
BWX Technologies made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #767 holding.
Principia Wealth Advisory first reported a position in BWX Technologies in Q4 2024 and has held it in 5 quarters since.
852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.