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Creative Planning BWXT Position History
BWX Technologies, Inc. • Industrials
Quarters held
8
Latest value
$19.2M
Q3 2026
Peak value
$19.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $97K |
| Q3 2025 | $2.2M |
| Q4 2025 | $2.3M |
| Q1 2026 | $4M |
| Q2 2026 | $129K |
| Q2 2026 | $3.6M |
| Q3 2026 | $110K |
| Q3 2026 | $19.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.2M | 140.3K | — | — |
| Q3 2026 | $110K | 805 | — | — |
| Q2 2026 | $3.6M | 18.7K | — | — |
| Q2 2026 | $129K | 661 | — | — |
| Q1 2026 | $4M | 19.6K | — | — |
| Q4 2025 | $2.3M | 13.4K | — | — |
| Q3 2025 | $2.2M | 11.8K | — | — |
| Q3 2025 | $97K | 528 | — | — |
Other funds holding BWXT
$766.6M
$739.5M
$739.5M
$569.1M
$419M
$402.2M
$294.8M
$257.3M