Turtle Creek Wealth Advisors’s BWX Technologies BWXT Stock Holding History

Turtle Creek Wealth Advisors’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	$328K	Buy	1,687 +523	+45%	+$109K	0.02%	350
2026 Q1	$238K	Buy	+1,164	New	+$236K	0.02%	367
2024 Q1	–	Sell	-31	Closed	-$2.38K	–	286
2023 Q4	$2.38K	Buy	+31	New	+$2.38K	﹤0.01%	757

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

Turtle Creek Wealth Advisors's BWXT Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its BWX Technologies (BWXT) stake by 45% in Q2 2026, buying an estimated $109K and bringing the position to 1,687 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #350.

Turtle Creek Wealth Advisors first reported a position in BWXT in Q4 2023 and has held it in 3 quarters since. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Turtle Creek Wealth Advisors held 1,687 shares of BWX Technologies worth $328K as of Q2 2026.
Turtle Creek Wealth Advisors bought 523 BWX Technologies shares in Q2 2026, an estimated $109K.
BWX Technologies made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #350 holding.
Turtle Creek Wealth Advisors first reported a position in BWX Technologies in Q4 2023 and has held it in 3 quarters since.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.