Strategic Planning Group’s BWX Technologies BWXT Stock Holding History

Strategic Planning Group’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	$4.72M	Buy	34,482 +1,315	+4%	+$215K	0.49%	47
2026 Q2	$6.46M	Buy	33,167 +1,188	+4%	+$247K	0.7%	43
2026 Q1	$6.54M	Sell	31,979 -6,230	-16%	-$1.27M	0.91%	40
2025 Q4	$6.6M	Buy	38,209 +1,714	+5%	+$322K	0.85%	47
2025 Q3	$6.73M	Buy	36,495 +3,175	+10%	+$511K	0.91%	44
2025 Q2	$4.8M	Buy	33,320 +1,985	+6%	+$232K	0.78%	49
2025 Q1	$3.09M	Buy	31,335 +4,362	+16%	+$473K	0.61%	63
2024 Q4	$3M	Buy	+26,973	New	+$3.3M	0.55%	59

Other funds holding BWXT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

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

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Strategic Planning Group's BWXT Position: Q3 2026 in Review

Strategic Planning Group increased its BWX Technologies (BWXT) stake by 4% in Q3 2026, buying an estimated $215K and bringing the position to 34,482 shares worth $4.72M. The position accounts for 0.49% of the portfolio, ranked #47.

Strategic Planning Group first reported a position in BWXT in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.73M in Q3 2025. 621 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

Strategic Planning Group held 34,482 shares of BWX Technologies worth $4.72M as of Q3 2026.
Strategic Planning Group bought 1,315 BWX Technologies shares in Q3 2026, an estimated $215K.
BWX Technologies made up 0.49% of Strategic Planning Group's portfolio in Q3 2026, its #47 holding.
Strategic Planning Group first reported a position in BWX Technologies in Q4 2024 and has held it in 8 quarters since.
Strategic Planning Group's BWX Technologies position peaked at $6.73M in Q3 2025.
621 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Strategic Planning Group's 13F filing for Q3 2026, filed 22 Oct 2026.