Steward Partners Investment Advisory’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.91M | Sell |
40,638
-350
| -0.9% | -$72.9K | 0.04% | 413 |
|
|
2026
Q1 | $8.38M | Buy |
40,988
+3,167
| +8% | +$643K | 0.04% | 368 |
|
|
2025
Q4 | $6.54M | Buy |
37,821
+1,473
| +4% | +$276K | 0.04% | 406 |
|
|
2025
Q3 | $6.7M | Buy |
36,348
+181
| +0.5% | +$29.1K | 0.04% | 396 |
|
|
2025
Q2 | $5.21M | Sell |
36,167
-9,482
| -21% | -$1.11M | 0.04% | 421 |
|
|
2025
Q1 | $4.5M | Buy |
45,649
+4,382
| +11% | +$475K | 0.04% | 425 |
|
|
2024
Q4 | $4.6M | Buy |
41,267
+9,138
| +28% | +$1.12M | 0.04% | 396 |
|
|
2024
Q3 | $3.49M | Buy |
32,129
+30,934
| +2,589% | +$3.07M | 0.03% | 470 |
|
|
2024
Q2 | $114K | Buy |
1,195
+343
| +40% | +$31.8K | ﹤0.01% | 1720 |
|
|
2024
Q1 | $87.4K | Buy |
852
+765
| +879% | +$68.4K | ﹤0.01% | 1837 |
|
|
2023
Q4 | $6.68K | Buy |
87
+22
| +34% | +$1.69K | ﹤0.01% | 2859 |
|
|
2023
Q3 | $4.87K | Buy |
+65
| New | +$4.7K | ﹤0.01% | 2838 |
|
|
2022
Q3 | – | Sell |
-22
| Closed | -$1K | – | 3238 |
|
|
2022
Q2 | $1K | Sell |
22
-189
| -90% | -$9.83K | ﹤0.01% | 3089 |
|
|
2022
Q1 | $11K | Hold |
211
| – | – | ﹤0.01% | 2606 |
|
|
2021
Q4 | $10K | Sell |
211
-55
| -21% | -$2.88K | ﹤0.01% | 2583 |
|
|
2021
Q3 | $14K | Hold |
266
| – | – | ﹤0.01% | 2467 |
|
|
2021
Q2 | $15K | Hold |
266
| – | – | ﹤0.01% | 5499 |
|
|
2021
Q1 | $17.5K | Buy |
266
+55
| +26% | +$3.29K | ﹤0.01% | 2540 |
|
|
2020
Q4 | $13K | Hold |
211
| – | – | ﹤0.01% | 2201 |
|
|
2020
Q3 | $12K | Hold |
211
| – | – | ﹤0.01% | 2062 |
|
|
2020
Q2 | $12K | Hold |
211
| – | – | ﹤0.01% | 1954 |
|
|
2020
Q1 | $10K | Sell |
211
-1
| -0.5% | -$59 | ﹤0.01% | 1850 |
|
|
2019
Q4 | $13K | Hold |
212
| – | – | ﹤0.01% | 1907 |
|
|
2019
Q3 | $12K | Hold |
212
| – | – | ﹤0.01% | 1899 |
|
|
2019
Q2 | $11K | Buy |
+212
| New | +$10.6K | ﹤0.01% | 1922 |
|
|
2018
Q4 | – | Sell |
-211
| Closed | -$13K | – | 944 |
|
|
2018
Q3 | $13K | Hold |
211
| – | – | ﹤0.01% | 1754 |
|
|
2018
Q2 | $13K | Hold |
211
| – | – | ﹤0.01% | 1641 |
|
|
2018
Q1 | $13K | Hold |
211
| – | – | ﹤0.01% | 1477 |
|
|
2017
Q4 | $12K | Hold |
211
| – | – | ﹤0.01% | 1290 |
|
|
2017
Q3 | $11K | Hold |
211
| – | – | ﹤0.01% | 1089 |
|
|
2017
Q2 | $10K | Hold |
211
| – | – | ﹤0.01% | 1036 |
|
|
2017
Q1 | $10K | Hold |
211
| – | – | ﹤0.01% | 932 |
|
|
2016
Q4 | $8K | Buy |
+211
| New | +$8.2K | ﹤0.01% | 590 |
|
Other funds holding BWXT
Steward Partners Investment Advisory's BWXT Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its BWX Technologies (BWXT) stake by 0.85% in Q2 2026, selling an estimated $72.9K and leaving 40,638 shares worth $7.91M. The position accounts for 0.04% of the portfolio, ranked #413.
Steward Partners Investment Advisory first reported a position in BWXT in Q4 2016 and has held it in 33 quarters since. The position peaked at $8.38M in Q1 2026. 856 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.
- Steward Partners Investment Advisory held 40,638 shares of BWX Technologies worth $7.91M as of Q2 2026.
- Steward Partners Investment Advisory sold 350 BWX Technologies shares in Q2 2026, an estimated $72.9K.
- BWX Technologies made up 0.04% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #413 holding.
- Steward Partners Investment Advisory first reported a position in BWX Technologies in Q4 2016 and has held it in 33 quarters since.
- Steward Partners Investment Advisory's BWX Technologies position peaked at $8.38M in Q1 2026.
- 856 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.