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Western Wealth Management’s BWX Technologies BWXT Stock Holding History

Western 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 		$1.22M Sell
6,254
-55
-0.9% -$11.5K 0.04% 426
2026
Q1 		$1.29M Buy
6,309
+285
+5% +$57.9K 0.05% 367
2025
Q4 		$1.04M Sell
6,024
-60
-1% -$11.3K 0.05% 339
2025
Q3 		$1.12M Buy
6,084
+540
+10% +$86.9K 0.06% 284
2025
Q2 		$799K Buy
5,544
+3,153
+132% +$368K 0.05% 316
2025
Q1 		$236K Buy
+2,391
New +$259K 0.02% 601

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

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

Western Wealth Management reduced its BWX Technologies (BWXT) stake by 0.87% in Q2 2026, selling an estimated $11.5K and leaving 6,254 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #426.

Western Wealth Management first reported a position in BWXT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.29M in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Western Wealth Management held 6,254 shares of BWX Technologies worth $1.22M as of Q2 2026.
  • Western Wealth Management sold 55 BWX Technologies shares in Q2 2026, an estimated $11.5K.
  • BWX Technologies made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #426 holding.
  • Western Wealth Management first reported a position in BWX Technologies in Q1 2025 and has held it in 6 quarters since.
  • Western Wealth Management's BWX Technologies position peaked at $1.29M in Q1 2026.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.