James T. Borello RIA
BWXT icon

James T. Borello RIA’s BWX Technologies BWXT Stock Holding History

James T. Borello RIA’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 		$6.71K Buy
49
+23
+88% +$3.76K ﹤0.01% 709
2026
Q2 		$5.06K Sell
26
-23
-47% -$4.79K ﹤0.01% 781
2026
Q1 		$10K Buy
49
+32
+188% +$6.5K ﹤0.01% 567
2025
Q4 		$2.94K Buy
17
+1
+6% +$188 ﹤0.01% 701
2025
Q3 		$2.95K Buy
+16
New +$2.57K ﹤0.01% 652

Other funds holding BWXT

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 35.29% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Kieckhefer Group
Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return

James T. Borello RIA's BWXT Position: Q3 2026 in Review

James T. Borello RIA increased its BWX Technologies (BWXT) stake by 88% in Q3 2026, buying an estimated $3.76K and bringing the position to 49 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

James T. Borello RIA first reported a position in BWXT in Q3 2025 and has held it in 5 quarters since. The position peaked at $10K in Q1 2026. 119 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • James T. Borello RIA held 49 shares of BWX Technologies worth $6.71K as of Q3 2026.
  • James T. Borello RIA bought 23 BWX Technologies shares in Q3 2026, an estimated $3.76K.
  • BWX Technologies made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #709 holding.
  • James T. Borello RIA first reported a position in BWX Technologies in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's BWX Technologies position peaked at $10K in Q1 2026.
  • 119 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.