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TCFG Wealth Management’s BWX Technologies BWXT Stock Holding History

TCFG Wealth Management’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 		$273K Sell
1,336
-447
-25% -$90.8K 0.1% 209
2025
Q4 		$308K Sell
1,783
-905
-34% -$170K 0.12% 192
2025
Q3 		$496K Buy
2,688
+50
+2% +$8.04K 0.19% 136
2025
Q2 		$380K Sell
2,638
-8,162
-76% -$954K 0.17% 161
2025
Q1 		$1.07M Buy
10,800
+1,880
+21% +$204K 0.53% 46
2024
Q4 		$994K Sell
8,920
-1,230
-12% -$150K 0.5% 53
2024
Q3 		$1.1M Buy
+10,150
New +$1.01M 0.55% 48

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

TCFG Wealth Management's BWXT Position: Q1 2026 in Review

TCFG Wealth Management reduced its BWX Technologies (BWXT) stake by 25% in Q1 2026, selling an estimated $90.8K and leaving 1,336 shares worth $273K. The position accounts for 0.1% of the portfolio, ranked #209.

TCFG Wealth Management first reported a position in BWXT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q3 2024. 830 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • TCFG Wealth Management held 1,336 shares of BWX Technologies worth $273K as of Q1 2026.
  • TCFG Wealth Management sold 447 BWX Technologies shares in Q1 2026, an estimated $90.8K.
  • BWX Technologies made up 0.1% of TCFG Wealth Management's portfolio in Q1 2026, its #209 holding.
  • TCFG Wealth Management first reported a position in BWX Technologies in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's BWX Technologies position peaked at $1.1M in Q3 2024.
  • 830 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.