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Sowell Financial Services’s BWX Technologies BWXT Stock Holding History

Sowell Financial Services’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 		$876K Buy
4,500
+538
+14% +$112K 0.03% 494
2026
Q1 		$810K Sell
3,962
-348
-8% -$70.7K 0.03% 496
2025
Q4 		$745K Buy
4,310
+193
+5% +$36.2K 0.03% 518
2025
Q3 		$759K Buy
4,117
+772
+23% +$124K 0.03% 507
2025
Q2 		$482K Sell
3,345
-1,322
-28% -$154K 0.02% 619
2025
Q1 		$460K Buy
+4,667
New +$506K 0.02% 608
2021
Q2 		– Sell
-1,817
Closed -$119K – 841
2021
Q1 		$119K Buy
1,817
+1,617
+809% +$96.9K ﹤0.01% 1289
2020
Q4 		$12K Sell
200
-230
-53% -$13.2K ﹤0.01% 1936
2020
Q3 		$24K Sell
430
-108
-20% -$6.06K ﹤0.01% 1473
2020
Q2 		$30K Sell
538
-695
-56% -$38.9K ﹤0.01% 1331
2020
Q1 		$60K Buy
1,233
+73
+6% +$4.34K ﹤0.01% 994
2019
Q4 		$72K Buy
1,160
+35
+3% +$2.08K 0.01% 1008
2019
Q3 		$64K Buy
+1,125
New +$62.8K 0.01% 938
2017
Q1 		– Sell
-392
Closed -$17K – 296
2016
Q4 		$17K Buy
+392
New +$15.2K 0.01% 435

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

Sowell Financial Services's BWXT Position: Q2 2026 in Review

Sowell Financial Services increased its BWX Technologies (BWXT) stake by 14% in Q2 2026, buying an estimated $112K and bringing the position to 4,500 shares worth $876K. The position accounts for 0.03% of the portfolio, ranked #494.

Sowell Financial Services first reported a position in BWXT in Q4 2016 and has held it in 14 quarters since. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Sowell Financial Services held 4,500 shares of BWX Technologies worth $876K as of Q2 2026.
  • Sowell Financial Services bought 538 BWX Technologies shares in Q2 2026, an estimated $112K.
  • BWX Technologies made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #494 holding.
  • Sowell Financial Services first reported a position in BWX Technologies in Q4 2016 and has held it in 14 quarters since.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.