True Wealth Design’s BWX Technologies BWXT Stock Holding History

True Wealth Design’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	$603K	Sell	3,098 -19	-0.6%	-$3.96K	0.14%	33
2026 Q1	$637K	Buy	3,117 +24	+0.8%	+$4.87K	0.18%	31
2025 Q4	$535K	Sell	3,093 -1	-0%	-$188	0.16%	29
2025 Q3	$570K	Hold	3,094	–	–	0.17%	25
2025 Q2	$446K	Sell	3,094 -14	-0.5%	-$1.64K	0.16%	27
2025 Q1	$307K	Buy	3,108 +993	+47%	+$108K	0.12%	24
2024 Q4	$236K	Hold	2,115	–	–	0.09%	28
2024 Q3	$230K	Buy	2,115 +15	+0.7%	+$1.49K	0.09%	31
2024 Q2	$200K	Hold	2,100	–	–	0.05%	118
2024 Q1	$216K	Hold	2,100	–	–	0.05%	118
2023 Q4	$161K	Hold	2,100	–	–	0.05%	118
2023 Q3	$157K	Hold	2,100	–	–	0.05%	117
2023 Q2	$150K	Hold	2,100	–	–	0.06%	117
2023 Q1	$132K	Hold	2,100	–	–	0.06%	126
2022 Q4	$122K	Buy	+2,100	New	+$121K	0.06%	119

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

True Wealth Design's BWXT Position: Q2 2026 in Review

True Wealth Design reduced its BWX Technologies (BWXT) stake by 0.61% in Q2 2026, selling an estimated $3.96K and leaving 3,098 shares worth $603K. The position accounts for 0.14% of the portfolio, ranked #33.

True Wealth Design first reported a position in BWXT in Q4 2022 and has held it in 15 quarters since. The position peaked at $637K in Q1 2026. 853 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

True Wealth Design held 3,098 shares of BWX Technologies worth $603K as of Q2 2026.
True Wealth Design sold 19 BWX Technologies shares in Q2 2026, an estimated $3.96K.
BWX Technologies made up 0.14% of True Wealth Design's portfolio in Q2 2026, its #33 holding.
True Wealth Design first reported a position in BWX Technologies in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's BWX Technologies position peaked at $637K in Q1 2026.
853 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.