Williams Jones Wealth Management’s BWX Technologies BWXT Stock Holding History

Williams Jones 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 Q2	$984K	Hold	5,057	–	–	0.01%	267
2026 Q1	$1.03M	Hold	5,057	–	–	0.01%	255
2025 Q4	$874K	Hold	5,057	–	–	0.01%	272
2025 Q3	$932K	Hold	5,057	–	–	0.01%	258
2025 Q2	$729K	Hold	5,057	–	–	0.01%	292
2025 Q1	$499K	Hold	5,057	–	–	0.01%	334
2024 Q4	$563K	Hold	5,057	–	–	0.01%	324
2024 Q3	$550K	Hold	5,057	–	–	0.01%	342
2024 Q2	$480K	Hold	5,057	–	–	0.01%	358
2024 Q1	$519K	Hold	5,057	–	–	0.01%	346
2023 Q4	$388K	Hold	5,057	–	–	0.01%	384
2023 Q3	$379K	Hold	5,057	–	–	0.01%	381
2023 Q2	$362K	Hold	5,057	–	–	0.01%	398
2023 Q1	$319K	Hold	5,057	–	–	0.01%	434
2022 Q4	$294K	Hold	5,057	–	–	﹤0.01%	446
2022 Q3	$255K	Hold	5,057	–	–	﹤0.01%	461
2022 Q2	$279K	Buy	5,057 +1,057	+26%	+$55K	﹤0.01%	468
2022 Q1	$215K	Buy	+4,000	New	+$197K	﹤0.01%	476
2021 Q4	–	Sell	-4,000	Closed	-$215K	–	512
2021 Q3	$215K	Sell	4,000 -1,000	-20%	-$56.3K	﹤0.01%	449
2021 Q2	$291K	Hold	5,000	–	–	﹤0.01%	410
2021 Q1	$330K	Sell	5,000 -100	-2%	-$5.99K	0.01%	374
2020 Q4	$307K	Hold	5,100	–	–	0.01%	365
2020 Q3	$287K	Hold	5,100	–	–	0.01%	337
2020 Q2	$289K	Hold	5,100	–	–	0.01%	326
2020 Q1	$248K	Hold	5,100	–	–	0.01%	315
2019 Q4	$317K	Hold	5,100	–	–	0.01%	352
2019 Q3	$292K	Buy	+5,100	New	+$285K	0.01%	345

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Williams Jones Wealth Management's BWXT Position: Q2 2026 in Review

Williams Jones Wealth Management held its BWX Technologies (BWXT) position steady in Q2 2026 at 5,057 shares worth $984K. The position accounts for 0.01% of the portfolio, ranked #267.

Williams Jones Wealth Management first reported a position in BWXT in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.03M in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Williams Jones Wealth Management held 5,057 shares of BWX Technologies worth $984K as of Q2 2026.
Williams Jones Wealth Management left its BWX Technologies share count unchanged in Q2 2026.
BWX Technologies made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #267 holding.
Williams Jones Wealth Management first reported a position in BWX Technologies in Q3 2019 and has held it in 27 quarters since.
Williams Jones Wealth Management's BWX Technologies position peaked at $1.03M in Q1 2026.
855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.