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SFMG Wealth Advisors’s BWX Technologies BWXT Stock Holding History

SFMG Wealth 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 		$270K Sell
1,387
-265
-16% -$55.2K 0.02% 269
2026
Q1 		$338K Hold
1,652
– – 0.02% 234
2025
Q4 		$286K Hold
1,652
– – 0.02% 245
2025
Q3 		$305K Buy
1,652
+14
+0.9% +$2.25K 0.02% 231
2025
Q2 		$236K Buy
+1,638
New +$191K 0.02% 240

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

SFMG Wealth Advisors's BWXT Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its BWX Technologies (BWXT) stake by 16% in Q2 2026, selling an estimated $55.2K and leaving 1,387 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #269.

SFMG Wealth Advisors first reported a position in BWXT in Q2 2025 and has held it in 5 quarters since. The position peaked at $338K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • SFMG Wealth Advisors held 1,387 shares of BWX Technologies worth $270K as of Q2 2026.
  • SFMG Wealth Advisors sold 265 BWX Technologies shares in Q2 2026, an estimated $55.2K.
  • BWX Technologies made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #269 holding.
  • SFMG Wealth Advisors first reported a position in BWX Technologies in Q2 2025 and has held it in 5 quarters since.
  • SFMG Wealth Advisors's BWX Technologies position peaked at $338K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.