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Vermillion Wealth Management’s BWX Technologies BWXT Stock Holding History

Vermillion Wealth Management’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 		$2.4K Sell
12
-231
-95% -$48.1K ﹤0.01% 1437
2026
Q1 		$49.8K Buy
243
+6
+3% +$1.22K 0.02% 207
2025
Q4 		$41K Buy
237
+99
+72% +$18.6K 0.02% 215
2025
Q3 		$25.5K Hold
138
– – 0.01% 776
2025
Q2 		$19.9K Sell
138
-225
-62% -$26.3K 0.01% 261
2025
Q1 		$35.8K Buy
363
+1
+0.3% +$109 0.01% 580
2024
Q4 		$40.4K Buy
+362
New +$44.2K 0.02% 197

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

Vermillion Wealth Management's BWXT Position: Q2 2026 in Review

Vermillion Wealth Management reduced its BWX Technologies (BWXT) stake by 95% in Q2 2026, selling an estimated $48.1K and leaving 12 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Vermillion Wealth Management first reported a position in BWXT in Q4 2024 and has held it in 7 quarters since. The position peaked at $49.8K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Vermillion Wealth Management held 12 shares of BWX Technologies worth $2.4K as of Q2 2026.
  • Vermillion Wealth Management sold 231 BWX Technologies shares in Q2 2026, an estimated $48.1K.
  • BWX Technologies made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1437 holding.
  • Vermillion Wealth Management first reported a position in BWX Technologies in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's BWX Technologies position peaked at $49.8K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

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