SWP
BWXT icon

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
Q2 		$514K Buy
2,638
+644
+32% +$134K 0.01% 1136
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

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

Stratos Wealth Partners's BWXT Position: Q2 2026 in Review

Stratos Wealth Partners increased its BWX Technologies (BWXT) stake by 32% in Q2 2026, buying an estimated $134K and bringing the position to 2,638 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #1136.

Stratos Wealth Partners first reported a position in BWXT in Q1 2018 and has held it in 6 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Stratos Wealth Partners held 2,638 shares of BWX Technologies worth $514K as of Q2 2026.
  • Stratos Wealth Partners bought 644 BWX Technologies shares in Q2 2026, an estimated $134K.
  • BWX Technologies made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1136 holding.
  • Stratos Wealth Partners first reported a position in BWX Technologies in Q1 2018 and has held it in 6 quarters since.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.