Back to BWXT
STRATEGIC PLANNING GROUP, LLC → BWXT
STRATEGIC PLANNING GROUP, LLC BWXT Position History
BWX Technologies, Inc. • Industrials
Quarters held
4
Latest value
$4.7M
Q3 2026
Peak value
$6.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.6M |
| Q1 2026 | $6.5M |
| Q2 2026 | $6.5M |
| Q3 2026 | $4.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.7M | 34.5K | — | — |
| Q2 2026 | $6.5M | 33.2K | — | — |
| Q1 2026 | $6.5M | 32.0K | — | — |
| Q4 2025 | $6.6M | 38.2K | — | — |
Other funds holding BWXT
$766.6M
$739.5M
$739.5M
$569.1M
$419M
$402.2M
$294.8M
$257.3M