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 Q3	$6.34K	Sell	46 -25,387	-100%	-$4.14M	﹤0.01%	1741
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	+$3.18K	﹤0.01%	2738

Other funds holding BWXT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Spire Wealth Management's BWXT Position: Q3 2026 in Review

Spire Wealth Management reduced its BWX Technologies (BWXT) stake by 100% in Q3 2026, selling an estimated $4.14M and leaving 46 shares worth $6.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

Spire Wealth Management first reported a position in BWXT in Q1 2021 and has held it in 7 quarters since. The position peaked at $5.18M in Q3 2025. 370 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

Spire Wealth Management held 46 shares of BWX Technologies worth $6.34K as of Q3 2026.
Spire Wealth Management sold 25,387 BWX Technologies shares in Q3 2026, an estimated $4.14M.
BWX Technologies made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1741 holding.
Spire Wealth Management first reported a position in BWX Technologies in Q1 2021 and has held it in 7 quarters since.
Spire Wealth Management's BWX Technologies position peaked at $5.18M in Q3 2025.
370 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.