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Sunbelt Securities’s BWX Technologies BWXT Stock Holding History

Sunbelt Securities’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 		$433K Buy
2,115
+13
+0.6% +$2.64K 0.03% 445
2025
Q4 		$363K Sell
2,102
-9
-0.4% -$1.69K 0.02% 479
2025
Q3 		$389K Sell
2,111
-97
-4% -$15.6K 0.03% 449
2025
Q2 		$246K Buy
2,208
+270
+14% +$31.5K 0.02% 537
2025
Q1 		$191K Sell
1,938
-270
-12% -$29.3K 0.02% 576
2024
Q4 		$248K Sell
2,208
-4
-0.2% -$489 0.02% 535
2024
Q3 		$240K Buy
2,212
+422
+24% +$41.9K 0.02% 545
2024
Q2 		$170K Sell
1,790
-136
-7% -$12.6K 0.02% 597
2024
Q1 		$198K Sell
1,926
-1
-0.1% -$89 0.02% 537
2023
Q4 		$148K Sell
1,927
-22
-1% -$1.69K 0.02% 570
2023
Q3 		$146K Buy
1,949
+366
+23% +$26.5K 0.02% 561
2023
Q2 		$113K Buy
1,583
+1,181
+294% +$77.2K 0.02% 612
2023
Q1 		$25.1K Buy
+402
New +$24.2K ﹤0.01% 895

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Sunbelt Securities's BWXT Position: Q1 2026 in Review

Sunbelt Securities increased its BWX Technologies (BWXT) stake by 0.62% in Q1 2026, buying an estimated $2.64K and bringing the position to 2,115 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #445.

Sunbelt Securities first reported a position in BWXT in Q1 2023 and has held it in 13 quarters since. 830 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • Sunbelt Securities held 2,115 shares of BWX Technologies worth $433K as of Q1 2026.
  • Sunbelt Securities bought 13 BWX Technologies shares in Q1 2026, an estimated $2.64K.
  • BWX Technologies made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #445 holding.
  • Sunbelt Securities first reported a position in BWX Technologies in Q1 2023 and has held it in 13 quarters since.
  • 830 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.