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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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SHP Wealth Management's BWXT Position: Q1 2026 in Review

SHP Wealth Management opened a new position in BWX Technologies (BWXT) in Q1 2026: 5 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #1449 among its holdings.

825 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • SHP Wealth Management held 5 shares of BWX Technologies worth $1.02K as of Q1 2026.
  • BWX Technologies was a new SHP Wealth Management position in Q1 2026.
  • BWX Technologies made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1449 holding.
  • 825 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.