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Winch Advisory Services’s BWX Technologies BWXT Stock Holding History

Winch Advisory Services’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 Hold
7
– – ﹤0.01% 493
2026
Q1 		$1.43K Hold
7
– – ﹤0.01% 447
2025
Q4 		$1.21K Buy
+7
New +$1.31K ﹤0.01% 453

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

Winch Advisory Services's BWXT Position: Q2 2026 in Review

Winch Advisory Services held its BWX Technologies (BWXT) position steady in Q2 2026 at 7 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Winch Advisory Services first reported a position in BWXT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.43K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Winch Advisory Services held 7 shares of BWX Technologies worth $1.36K as of Q2 2026.
  • Winch Advisory Services left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #493 holding.
  • Winch Advisory Services first reported a position in BWX Technologies in Q4 2025 and has held it in 3 quarters since.
  • Winch Advisory Services's BWX Technologies position peaked at $1.43K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.