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Whipplewood Advisors’s BWX Technologies BWXT Stock Holding History

Whipplewood Advisors’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 		$1.36K Sell
7
-56
-89% -$11.7K ﹤0.01% 495
2026
Q1 		$12.9K Buy
+63
New +$12.8K 0.01% 446
2025
Q3 		– Sell
-63
Closed -$9.08K – 418
2025
Q2 		$9.08K Buy
63
+47
+294% +$5.49K 0.01% 580
2025
Q1 		$6.21K Sell
16
-47
-75% -$5.1K ﹤0.01% 654
2024
Q4 		$7.02K Buy
+63
New +$7.7K ﹤0.01% 623

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's BWXT Position: Q2 2026 in Review

Whipplewood Advisors reduced its BWX Technologies (BWXT) stake by 89% in Q2 2026, selling an estimated $11.7K and leaving 7 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Whipplewood Advisors first reported a position in BWXT in Q4 2024 and has held it in 5 quarters since. The position peaked at $12.9K in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Whipplewood Advisors held 7 shares of BWX Technologies worth $1.36K as of Q2 2026.
  • Whipplewood Advisors sold 56 BWX Technologies shares in Q2 2026, an estimated $11.7K.
  • BWX Technologies made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #495 holding.
  • Whipplewood Advisors first reported a position in BWX Technologies in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's BWX Technologies position peaked at $12.9K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.