Spire Wealth Management’s BWX Technologies BWXT Stock Holding History

Spire 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	$4.95M	Buy	25,433 +534	+2%	+$111K	0.15%	139
2026 Q1	$5.09M	Sell	24,899 -1,678	-6%	-$341K	0.17%	124
2025 Q4	$4.59M	Sell	26,577 -1,501	-5%	-$282K	0.15%	134
2025 Q3	$5.18M	Buy	+28,078	New	+$4.52M	0.18%	113
2022 Q1	–	Sell	-53	Closed	-$3K	–	2561
2021 Q4	$3K	Buy	+53	New	+$2.77K	﹤0.01%	2681
2021 Q2	–	Sell	-53	Closed	-$3K	–	2631
2021 Q1	$3K	Buy	+53	New	+$3.17K	﹤0.01%	2738

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Spire Wealth Management increased its BWX Technologies (BWXT) stake by 2.1% in Q2 2026, buying an estimated $111K and bringing the position to 25,433 shares worth $4.95M. The position accounts for 0.15% of the portfolio, ranked #139.

Spire Wealth Management first reported a position in BWXT in Q1 2021 and has held it in 6 quarters since. The position peaked at $5.18M in Q3 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Spire Wealth Management held 25,433 shares of BWX Technologies worth $4.95M as of Q2 2026.
Spire Wealth Management bought 534 BWX Technologies shares in Q2 2026, an estimated $111K.
BWX Technologies made up 0.15% of Spire Wealth Management's portfolio in Q2 2026, its #139 holding.
Spire Wealth Management first reported a position in BWX Technologies in Q1 2021 and has held it in 6 quarters since.
Spire Wealth Management's BWX Technologies position peaked at $5.18M in Q3 2025.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.