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 Q3	$16.1K	Hold	117	–	–	0.01%	203
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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Retirement Wealth Solutions's BWXT Position: Q3 2026 in Review

Retirement Wealth Solutions held its BWX Technologies (BWXT) position steady in Q3 2026 at 117 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #203.

Retirement Wealth Solutions first reported a position in BWXT in Q4 2024 and has held it in 8 quarters since. The position peaked at $39.5K in Q3 2025. 357 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

Retirement Wealth Solutions held 117 shares of BWX Technologies worth $16.1K as of Q3 2026.
Retirement Wealth Solutions left its BWX Technologies share count unchanged in Q3 2026.
BWX Technologies made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #203 holding.
Retirement Wealth Solutions first reported a position in BWX Technologies in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's BWX Technologies position peaked at $39.5K in Q3 2025.
357 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.