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Valued Wealth Advisors’s BWX Technologies BWXT Stock Holding History

Valued 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 		$24.2K Sell
124
-28
-18% -$5.83K 0.01% 176
2026
Q1 		$31.2K Buy
152
+45
+42% +$9.14K 0.01% 138
2025
Q4 		$18.5K Buy
107
+1
+0.9% +$188 0.01% 166
2025
Q3 		$19.6K Buy
106
+5
+5% +$804 0.01% 153
2025
Q2 		$14.6K Hold
101
– – 0.01% 178
2025
Q1 		$9.99K Hold
101
– – 0.01% 223
2024
Q4 		$11.3K Hold
101
– – 0.01% 214
2024
Q3 		$11K Sell
101
-1
-1% -$99 0.01% 199
2024
Q2 		$9.7K Hold
102
– – 0.01% 201
2024
Q1 		$10.5K Hold
102
– – 0.01% 177
2023
Q4 		$7.65K Buy
+102
New +$7.84K 0.01% 147

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Valued Wealth Advisors's BWXT Position: Q2 2026 in Review

Valued Wealth Advisors reduced its BWX Technologies (BWXT) stake by 18% in Q2 2026, selling an estimated $5.83K and leaving 124 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #176.

Valued Wealth Advisors first reported a position in BWXT in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.2K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Valued Wealth Advisors held 124 shares of BWX Technologies worth $24.2K as of Q2 2026.
  • Valued Wealth Advisors sold 28 BWX Technologies shares in Q2 2026, an estimated $5.83K.
  • BWX Technologies made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #176 holding.
  • Valued Wealth Advisors first reported a position in BWX Technologies in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's BWX Technologies position peaked at $31.2K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.