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SHP Wealth Management’s BWX Technologies BWXT Stock Holding History

SHP Wealth Management’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 		$75.4K Buy
388
+383
+7,660% +$79.8K 0.01% 461
2026
Q1 		$1.02K Buy
+5
New +$1.01K ﹤0.01% 1449

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 $3.38T AUM 44.17% 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

SHP Wealth Management's BWXT Position: Q2 2026 in Review

SHP Wealth Management increased its BWX Technologies (BWXT) stake by 7,660% in Q2 2026, buying an estimated $79.8K and bringing the position to 388 shares worth $75.4K. The position accounts for 0.01% of the portfolio, ranked #461.

SHP Wealth Management first reported a position in BWXT in Q1 2026 and has held it in 2 quarters since. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • SHP Wealth Management held 388 shares of BWX Technologies worth $75.4K as of Q2 2026.
  • SHP Wealth Management bought 383 BWX Technologies shares in Q2 2026, an estimated $79.8K.
  • BWX Technologies made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #461 holding.
  • SHP Wealth Management first reported a position in BWX Technologies in Q1 2026 and has held it in 2 quarters since.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.