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Wilkerson Advisory Group’s BWX Technologies BWXT Stock Holding History

Wilkerson Advisory Group’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 		$23.2K Sell
119
-344
-74% -$71.6K 0.01% 319
2026
Q1 		$94.7K Buy
+463
New +$94K 0.03% 149

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 $3.37T AUM 44.26% 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

Wilkerson Advisory Group's BWXT Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its BWX Technologies (BWXT) stake by 74% in Q2 2026, selling an estimated $71.6K and leaving 119 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #319.

Wilkerson Advisory Group first reported a position in BWXT in Q1 2026 and has held it in 2 quarters since. The position peaked at $94.7K in Q1 2026. 849 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Wilkerson Advisory Group held 119 shares of BWX Technologies worth $23.2K as of Q2 2026.
  • Wilkerson Advisory Group sold 344 BWX Technologies shares in Q2 2026, an estimated $71.6K.
  • BWX Technologies made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #319 holding.
  • Wilkerson Advisory Group first reported a position in BWX Technologies in Q1 2026 and has held it in 2 quarters since.
  • Wilkerson Advisory Group's BWX Technologies position peaked at $94.7K in Q1 2026.
  • 849 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.