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Secured Retirement Advisors’s BWX Technologies BWXT Stock Holding History

Secured Retirement Advisors’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 		$1.07M Buy
5,497
+18
+0.3% +$3.75K 0.55% 75
2026
Q1 		$1.12M Sell
5,479
-49
-0.9% -$9.95K 0.63% 57
2025
Q4 		$955K Sell
5,528
-2,197
-28% -$412K 0.53% 68
2025
Q3 		$1.42M Sell
7,725
-1,773
-19% -$285K 0.8% 42
2025
Q2 		$1.37M Sell
9,498
-25
-0.3% -$2.92K 0.82% 43
2025
Q1 		$939K Buy
9,523
+2,550
+37% +$277K 0.61% 68
2024
Q4 		$777K Buy
+6,973
New +$852K 0.44% 90

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

Secured Retirement Advisors's BWXT Position: Q2 2026 in Review

Secured Retirement Advisors increased its BWX Technologies (BWXT) stake by 0.33% in Q2 2026, buying an estimated $3.75K and bringing the position to 5,497 shares worth $1.07M. The position accounts for 0.55% of the portfolio, ranked #75.

Secured Retirement Advisors first reported a position in BWXT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.42M in Q3 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Secured Retirement Advisors held 5,497 shares of BWX Technologies worth $1.07M as of Q2 2026.
  • Secured Retirement Advisors bought 18 BWX Technologies shares in Q2 2026, an estimated $3.75K.
  • BWX Technologies made up 0.55% of Secured Retirement Advisors's portfolio in Q2 2026, its #75 holding.
  • Secured Retirement Advisors first reported a position in BWX Technologies in Q4 2024 and has held it in 7 quarters since.
  • Secured Retirement Advisors's BWX Technologies position peaked at $1.42M in Q3 2025.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.