U.S. Capital Wealth Advisors’s BWX Technologies BWXT Stock Holding History

U.S. Capital 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 Q1	$1.42M	Sell	6,920 -93	-1%	-$18.9K	0.04%	418
2025 Q4	$1.21M	Buy	7,013 +197	+3%	+$37K	0.03%	444
2025 Q3	$1.26M	Buy	6,816 +1,615	+31%	+$260K	0.03%	429
2025 Q2	$749K	Buy	+5,201	New	+$608K	0.02%	497
2023 Q1	–	Sell	-1,124	Closed	-$65.3K	–	768
2022 Q4	$65.3K	Buy	+1,124	New	+$64.5K	﹤0.01%	817

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 $3.38T AUM 44.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

U.S. Capital Wealth Advisors's BWXT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its BWX Technologies (BWXT) stake by 1.3% in Q1 2026, selling an estimated $18.9K and leaving 6,920 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #418.

U.S. Capital Wealth Advisors first reported a position in BWXT in Q4 2022 and has held it in 5 quarters since. 830 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

U.S. Capital Wealth Advisors held 6,920 shares of BWX Technologies worth $1.42M as of Q1 2026.
U.S. Capital Wealth Advisors sold 93 BWX Technologies shares in Q1 2026, an estimated $18.9K.
BWX Technologies made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #418 holding.
U.S. Capital Wealth Advisors first reported a position in BWX Technologies in Q4 2022 and has held it in 5 quarters since.
830 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.