WFA of San Diego’s BWX Technologies BWXT Stock Holding History

WFA of San Diego’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	$40.9K	Hold	200	–	–	0.03%	198
2025 Q4	$34.6K	Hold	200	–	–	0.03%	222
2025 Q3	$36.9K	Hold	200	–	–	0.03%	230
2025 Q2	$28.8K	Buy	+200	New	+$23.4K	0.02%	244

Other funds holding BWXT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

WFA of San Diego's BWXT Position: Q1 2026 in Review

WFA of San Diego held its BWX Technologies (BWXT) position steady in Q1 2026 at 200 shares worth $40.9K. The position accounts for 0.03% of the portfolio, ranked #198.

WFA of San Diego first reported a position in BWXT in Q2 2025 and has held it in 4 quarters since. 824 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

WFA of San Diego held 200 shares of BWX Technologies worth $40.9K as of Q1 2026.
WFA of San Diego left its BWX Technologies share count unchanged in Q1 2026.
BWX Technologies made up 0.03% of WFA of San Diego's portfolio in Q1 2026, its #198 holding.
WFA of San Diego first reported a position in BWX Technologies in Q2 2025 and has held it in 4 quarters since.
824 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.