SWP
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Stratos Wealth Partners’s BWX Technologies BWXT Stock Holding History

Stratos Wealth Partners’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
Q1 		$408K Buy
1,994
+15
+0.8% +$3.05K ﹤0.01% 1152
2025
Q4 		$342K Buy
1,979
+67
+4% +$12.6K ﹤0.01% 1212
2025
Q3 		$353K Buy
1,912
+405
+27% +$65.2K ﹤0.01% 1174
2025
Q2 		$217K Buy
+1,507
New +$176K ﹤0.01% 1296
2018
Q2 		– Sell
-85
Closed -$5K – 1171
2018
Q1 		$5K Buy
+85
New +$5.39K ﹤0.01% 2590

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VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return