WWM
BW icon

Whalen Wealth Management’s Babcock & Wilcox BW Stock Holding History

Whalen Wealth Management’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$109K Buy
+18,594
New +$163K 0.05% 202

Other funds holding BW

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Whalen Wealth Management's BW Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in Babcock & Wilcox (BW) in Q3 2026: 18,594 shares worth $109K. The stake represents 0.05% of the portfolio and ranks #202 among its holdings.

6 funds tracked by Wall St. Rank hold BW as of Q3 2026.

  • Whalen Wealth Management held 18,594 shares of Babcock & Wilcox worth $109K as of Q3 2026.
  • Babcock & Wilcox was a new Whalen Wealth Management position in Q3 2026.
  • Babcock & Wilcox made up 0.05% of Whalen Wealth Management's portfolio in Q3 2026, its #202 holding.
  • 6 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.