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Retirement Wealth Solutions’s BWX Technologies BWXT Stock Holding History

Retirement Wealth Solutions’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 		$22.8K Hold
117
– – 0.01% 146
2026
Q1 		$24K Sell
117
-97
-45% -$19.7K 0.02% 128
2025
Q4 		$37K Hold
214
– – 0.02% 112
2025
Q3 		$39.5K Sell
214
-26
-11% -$4.18K 0.03% 109
2025
Q2 		$34.6K Sell
240
-23
-9% -$2.69K 0.03% 111
2025
Q1 		$26K Hold
263
– – 0.02% 115
2024
Q4 		$30.2K Buy
+263
New +$32.1K 0.03% 117

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

Retirement Wealth Solutions's BWXT Position: Q2 2026 in Review

Retirement Wealth Solutions held its BWX Technologies (BWXT) position steady in Q2 2026 at 117 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #146.

Retirement Wealth Solutions first reported a position in BWXT in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.5K in Q3 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Retirement Wealth Solutions held 117 shares of BWX Technologies worth $22.8K as of Q2 2026.
  • Retirement Wealth Solutions left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #146 holding.
  • Retirement Wealth Solutions first reported a position in BWX Technologies in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's BWX Technologies position peaked at $39.5K in Q3 2025.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.