TD Private Client Wealth’s BWX Technologies BWXT Stock Holding History

TD Private Client Wealth’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	$4.87K	Sell	25 -63	-72%	-$13.1K	﹤0.01%	1220
2026 Q1	$18K	Buy	88 +67	+319%	+$13.6K	﹤0.01%	1026
2025 Q4	$3.63K	Sell	21 -3	-13%	-$563	﹤0.01%	1201
2025 Q3	$4.42K	Sell	24 -14	-37%	-$2.25K	﹤0.01%	1149
2025 Q2	$5.47K	Sell	38 -40	-51%	-$4.67K	﹤0.01%	1108
2025 Q1	$7.7K	Buy	78 +48	+160%	+$5.21K	﹤0.01%	1035
2024 Q4	$3.34K	Buy	30 +3	+11%	+$367	﹤0.01%	1134
2024 Q3	$2.94K	Buy	+27	New	+$2.68K	﹤0.01%	1150
2023 Q3	–	Sell	-19	Closed	-$1.36K	–	1223
2023 Q2	$1.36K	Hold	19	–	–	﹤0.01%	1193
2023 Q1	$1.2K	Hold	19	–	–	﹤0.01%	1183
2022 Q4	$1.1K	Hold	19	–	–	﹤0.01%	1142
2022 Q3	$957	Hold	19	–	–	﹤0.01%	1163
2022 Q2	$1.05K	Hold	19	–	–	﹤0.01%	1169
2022 Q1	$1.02K	Hold	19	–	–	﹤0.01%	1211
2021 Q4	$910	Hold	19	–	–	﹤0.01%	1074
2021 Q3	$1.02K	Hold	19	–	–	﹤0.01%	1101
2021 Q2	$1.1K	Hold	19	–	–	﹤0.01%	1100
2021 Q1	$1.25K	Hold	19	–	–	﹤0.01%	1040
2020 Q4	$1.15K	Sell	19 -47	-71%	-$2.71K	﹤0.01%	1001
2020 Q3	$3.72K	Buy	66 +3	+5%	+$168	﹤0.01%	862
2020 Q2	$3.57K	Sell	63 -90	-59%	-$5.03K	﹤0.01%	865
2020 Q1	$7.45K	Buy	153 +23	+18%	+$1.37K	﹤0.01%	782
2019 Q4	$8.07K	Buy	+130	New	+$7.72K	﹤0.01%	778

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TD Private Client Wealth's BWXT Position: Q2 2026 in Review

TD Private Client Wealth reduced its BWX Technologies (BWXT) stake by 72% in Q2 2026, selling an estimated $13.1K and leaving 25 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

TD Private Client Wealth first reported a position in BWXT in Q4 2019 and has held it in 23 quarters since. The position peaked at $18K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

TD Private Client Wealth held 25 shares of BWX Technologies worth $4.87K as of Q2 2026.
TD Private Client Wealth sold 63 BWX Technologies shares in Q2 2026, an estimated $13.1K.
BWX Technologies made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1220 holding.
TD Private Client Wealth first reported a position in BWX Technologies in Q4 2019 and has held it in 23 quarters since.
TD Private Client Wealth's BWX Technologies position peaked at $18K in Q1 2026.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.