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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
Q3 		– Sell
-3,120
Closed -$607K – 209
2026
Q2 		$607K Buy
3,120
+258
+9% +$53.7K 0.27% 89
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

SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Whalen Wealth Management sold out of BWX Technologies (BWXT) in Q3 2026, closing a stake of 3,120 shares — an estimated $607K sold.

Whalen Wealth Management first reported a position in BWXT in Q3 2025 and held it in 3 quarters. The position peaked at $918K in Q3 2025. 27 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Whalen Wealth Management reported no remaining BWX Technologies position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 3,120 BWX Technologies shares in Q3 2026, an estimated $607K.
  • Whalen Wealth Management first reported a position in BWX Technologies in Q3 2025 and held it in 3 quarters.
  • Whalen Wealth Management's BWX Technologies position peaked at $918K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

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