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 Q3	$114K	Sell	830 -35	-4%	-$5.71K	0.01%	285
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	$1.54K	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

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Builder Investment Group Atlanta, Georgia $493M AUM 24.13% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Toth Financial Advisory's BWXT Position: Q3 2026 in Review

Toth Financial Advisory reduced its BWX Technologies (BWXT) stake by 4% in Q3 2026, selling an estimated $5.71K and leaving 830 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #285.

Toth Financial Advisory first reported a position in BWXT in Q2 2018 and has held it in 14 quarters since. The position peaked at $448K in Q4 2024. 149 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

Toth Financial Advisory held 830 shares of BWX Technologies worth $114K as of Q3 2026.
Toth Financial Advisory sold 35 BWX Technologies shares in Q3 2026, an estimated $5.71K.
BWX Technologies made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #285 holding.
Toth Financial Advisory first reported a position in BWX Technologies in Q2 2018 and has held it in 14 quarters since.
Toth Financial Advisory's BWX Technologies position peaked at $448K in Q4 2024.
149 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.