Toth Financial Advisory’s BWX Technologies BWXT Stock Holding History

Toth Financial Advisory’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	$168K	Buy	865 +25	+3%	+$5.21K	0.02%	244
2026 Q1	$172K	Buy	840 +10	+1%	+$2.03K	0.02%	229
2025 Q4	$143K	Hold	830	–	–	0.02%	239
2025 Q3	$153K	Buy	830 +510	+159%	+$82.1K	0.02%	230
2025 Q2	$46.1K	Hold	320	–	–	0.01%	318
2025 Q1	$31.6K	Sell	320 -3,700	-92%	-$401K	﹤0.01%	342
2024 Q4	$448K	Hold	4,020	–	–	0.05%	161
2024 Q3	$437K	Buy	4,020 +3,700	+1,156%	+$368K	0.05%	166
2024 Q2	$30.4K	Hold	320	–	–	﹤0.01%	347
2024 Q1	$32.8K	Buy	320 +300	+1,500%	+$26.8K	﹤0.01%	337
2023 Q4	$1.53K	Buy	+20	New	+$1.54K	﹤0.01%	648
2018 Q4	–	Sell	-50	Closed	-$3K	–	410
2018 Q3	$3K	Hold	50	–	–	﹤0.01%	382
2018 Q2	$3K	Buy	+50	New	+$3.33K	﹤0.01%	374

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

Toth Financial Advisory's BWXT Position: Q2 2026 in Review

Toth Financial Advisory increased its BWX Technologies (BWXT) stake by 3% in Q2 2026, buying an estimated $5.21K and bringing the position to 865 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #244.

Toth Financial Advisory first reported a position in BWXT in Q2 2018 and has held it in 13 quarters since. The position peaked at $448K in Q4 2024. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Toth Financial Advisory held 865 shares of BWX Technologies worth $168K as of Q2 2026.
Toth Financial Advisory bought 25 BWX Technologies shares in Q2 2026, an estimated $5.21K.
BWX Technologies made up 0.02% of Toth Financial Advisory's portfolio in Q2 2026, its #244 holding.
Toth Financial Advisory first reported a position in BWX Technologies in Q2 2018 and has held it in 13 quarters since.
Toth Financial Advisory's BWX Technologies position peaked at $448K in Q4 2024.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.