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Whalen Wealth Management’s BWX Technologies BWXT Stock Holding History

Whalen 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
Q1 		$585K Buy
+2,862
New +$581K 0.31% 87
2025
Q4 		– Sell
-4,980
Closed -$918K – 197
2025
Q3 		$918K Buy
+4,980
New +$801K 0.54% 46

Other funds holding BWXT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Whalen Wealth Management's BWXT Position: Q1 2026 in Review

Whalen Wealth Management opened a new position in BWX Technologies (BWXT) in Q1 2026: 2,862 shares worth $585K. The stake represents 0.31% of the portfolio and ranks #87 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in BWXT as recently as Q3 2025.

Whalen Wealth Management first reported a position in BWXT in Q3 2025 and has held it in 2 quarters since. The position peaked at $918K in Q3 2025. 823 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • Whalen Wealth Management held 2,862 shares of BWX Technologies worth $585K as of Q1 2026.
  • BWX Technologies was a new Whalen Wealth Management position in Q1 2026.
  • BWX Technologies made up 0.31% of Whalen Wealth Management's portfolio in Q1 2026, its #87 holding.
  • Whalen Wealth Management first reported a position in BWX Technologies in Q3 2025 and has held it in 2 quarters since.
  • Whalen Wealth Management's BWX Technologies position peaked at $918K in Q3 2025.
  • 823 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.