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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
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
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 $3.37T AUM 44.26% 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

Strategic Planning Group's BWXT Position: Q2 2026 in Review

Strategic Planning Group increased its BWX Technologies (BWXT) stake by 3.7% in Q2 2026, buying an estimated $247K and bringing the position to 33,167 shares worth $6.46M. The position accounts for 0.7% of the portfolio, ranked #43.

Strategic Planning Group first reported a position in BWXT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.73M in Q3 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Strategic Planning Group held 33,167 shares of BWX Technologies worth $6.46M as of Q2 2026.
  • Strategic Planning Group bought 1,188 BWX Technologies shares in Q2 2026, an estimated $247K.
  • BWX Technologies made up 0.7% of Strategic Planning Group's portfolio in Q2 2026, its #43 holding.
  • Strategic Planning Group first reported a position in BWX Technologies in Q4 2024 and has held it in 7 quarters since.
  • Strategic Planning Group's BWX Technologies position peaked at $6.73M in Q3 2025.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.