BWX Technologies, Inc.
US ˙ NYSE ˙ US05605H1005

SecurityBWXT / BWX Technologies, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership2,363 shares
Latest Disclosed Value $ 483,210
IFP Advisors, Inc reports 4.14% decrease in ownership of BWXT / BWX Technologies, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 2,363 shares of BWX Technologies, Inc. (US:BWXT) valued at $483,210 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,465 shares of BWX Technologies, Inc.. This represents a change in shares of -4.14% during the quarter. The current value of the position is $436,493 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F BWX TECHNOLOGIES cs 05605H100 2,363 -102 -4.14 483 13.38 0.0100
2026-02-06 2025-12-31 13F BWX TECHNOLOGIES cs 05605H100 2,465 -82 -3.22 426 -9.17 0.0096
2026-02-06 2025-09-30 13F/A-1 BWX TECHNOLOGIES cs 05605H100 2,547 398 18.52 470 24.73 0.0122
2025-12-02 2025-09-30 13F BWX TECHNOLOGIES cs 05605H100 2,474 325 484 0.0125
2025-07-24 2025-06-30 13F BWX TECHNOLOGIES cs 05605H100 2,149 -1,143 -34.72 377 16.05 0.0107
2025-05-05 2025-03-31 13F BWX TECHNOLOGIES cs 05605H100 3,292 -47 -1.41 325 -13.14 0.0100
2025-02-04 2024-12-31 13F BWX TECHNOLOGIES cs 05605H100 3,339 83 2.55 374 5.67 0.0122
2025-02-04 2024-09-30 13F BWX TECHNOLOGIES cs 05605H100 3,256 -270 -7.66 354 5.69 0.0128
2024-07-30 2024-06-30 13F BWX TECHNOLOGIES cs 05605H100 3,526 -127 -3.48 335 -10.70 0.0133
2024-07-30 2024-03-31 13F BWX TECHNOLOGIES cs 05605H100 3,653 -24 -0.65 375 32.62 0.0164
2024-01-09 2023-12-31 13F BWX TECHNOLOGIES cs 05605H100 3,677 -62 -1.66 282 0.71 0.0133
2023-10-12 2023-09-30 13F BWX TECHNOLOGIES cs 05605H100 3,739 -75 -1.97 280 2.94 0.0126
2023-08-14 2023-06-30 13F/A-1 BWX TECHNOLOGIES cs 05605H100 3,814 1,200 45.91 273 54.55 0.0114
2023-08-04 2023-06-30 13F BWX TECHNOLOGIES cs 05605H100 3,814 1,200 257 0.0119
2023-04-18 2023-03-31 13F BWX TECHNOLOGIES cs 05605H100 2,614 2,198 528.37 176 0.0077
2023-02-07 2022-12-31 13F BWX TECHNOLOGIES cs 05605H100 416 -62 -12.97 0 -100.00 0.0008
2022-11-08 2022-09-30 13F BWX TECHNOLOGIES cs 05605H100 478 9 1.92 35 0.00 0.0009
2022-09-06 2022-06-30 13F/A-1 BWX TECHNOLOGIES cs 05605H100 469 0 0.00 35 0.00 0.0011
2022-09-06 2022-03-31 13F/A-1 BWX TECHNOLOGIES cs 05605H100 469 367 359.80 35 600.00 0.0011
2022-08-08 2022-03-31 13F BWX TECHNOLOGIES INC COM Stock 05605H100 128 26 9 0.0002
2022-01-12 2021-12-31 13F BWX TECHNOLOGIES INC COM Stock 05605H100 102 -11 -9.73 5 -16.67 0.0001
2021-10-06 2021-09-30 13F BWX TECHNOLOGIES INC COM Stock 05605H100 113 11 10.78 6 0.00 0.0001
2021-07-13 2021-06-30 13F BWX TECHNOLOGIES INC COM Stock 05605H100 102 -500 -83.06 6 -85.00 0.0001
2021-04-30 2021-03-31 13F BWX TECHNOLOGIES INC COM Stock 05605H100 602 0 0.00 40 11.11 0.0008
2021-01-25 2020-12-31 13F BWX TECHNOLOGIES INC COM Stock 05605H100 602 0 0.00 36 5.88 0.0015
2020-10-29 2020-09-30 13F BWX TECHNOLOGIES INC COM Stock 05605H100 602 0 0.00 34 0.00 0.0020
2020-08-05 2020-06-30 13F BWX TECHNOLOGIES INC COM Stock 05605H100 602 0 0.00 34 17.24 0.0027
2020-05-12 2020-03-31 13F BWX TECHNOLOGIES INC COM Stock 05605H100 602 0 0.00 29 -21.62 0.0029
2020-01-17 2019-12-31 13F BWX TECHNOLOGIES INC COM Stock 05605H100 602 0 0.00 37 5.71 0.0028
2019-11-07 2019-09-30 13F BWX TECHNOLOGIES INC COM Stock 05605H100 602 519 625.30 35 775.00 0.0023
2019-05-15 2019-03-31 13F BWX TECHNOLOGIES Stock 05605H100 83 -509 -85.98 4 -81.82 0.0005
2019-06-03 2018-12-31 13F/A-10 BWX TECHNOLOGIES INC COM Stock 05605H100 592 89 17.69 22 -29.03 0.0013
2019-01-23 2018-12-31 13F BWX TECHNOLOGIES INC COM Stock 05605H100 592 89 22 0.0013
2019-06-03 2018-09-30 13F/A-9 BWX TECHNOLOGIES INC COM Stock 05605H100 503 0 0.00 31 0.00 0.0013
2018-10-25 2018-09-30 13F BWX TECHNOLOGIES INC COM Stock 05605H100 503 0 31 0.0013
2019-06-03 2018-06-30 13F/A-8 BWX TECHNOLOGIES INC COM Stock 05605H100 503 -3 -0.59 31 0.00 0.0013
2018-08-07 2018-06-30 13F BWX TECHNOLOGIES INC COM Stock 05605H100 503 3 31
2019-06-03 2018-03-31 13F/A-7 BWX TECHNOLOGIES INC COM Stock 05605H100 506 0 0.00 31 0.00 0.0014
2018-05-09 2018-03-31 13F BWX TECHNOLOGIES INC COM Stock 05605H100 500 -6 32
2019-06-03 2017-12-31 13F/A-6 BWX TECHNOLOGIES INC COM Stock 05605H100 506 -225 -30.78 31 -24.39 0.0014
2018-01-24 2017-12-31 13F BWX TECHNOLOGIES INC COM Stock 05605H100 506 -225 31
2017-10-30 2017-09-30 13F BWX TECHNOLOGIES INC COM Stock 05605H100 731 -69 -8.62 41 5.13 0.0016
2019-06-03 2017-06-30 13F/A-5 BWX TECHNOLOGIES INC COM Stock 05605H100 800 182 29.45 39 34.48 0.0017
2017-07-31 2017-06-30 13F BWX TECHNOLOGIES INC COM Stock 05605H100 800 182 39
2019-06-03 2017-03-31 13F/A-4 BWX TECHNOLOGIES INC COM Stock 05605H100 618 0 0.00 29 16.00 0.0013
2017-04-26 2017-03-31 13F BWX TECHNOLOGIES INC COM Stock 05605H100 618 0 29
2019-06-03 2016-12-31 13F/A-3 BWX TECHNOLOGIES INC COM Stock 05605H100 618 234 60.94 25 66.67 0.0012
2017-02-14 2016-12-31 13F BWX TECHNOLOGIES INC COM Stock 05605H100 618 234 25
2016-11-04 2016-09-30 13F BWX TECHNOLOGIES INC COM Stock 05605H100 384 0 0.00 15 7.14 0.0008
2019-06-03 2016-06-30 13F/A-2 BWX TECHNOLOGIES INC COM Stock 05605H100 384 301 362.65 14 250.00 0.0008
2016-08-22 2016-06-30 13F BWX TECHNOLOGIES INC COM Stock 05605H100 384 301 14
2019-06-03 2016-03-31 13F/A-1 BWX TECHNOLOGIES Stock 05605H100 83 -167 -66.80 4 -50.00 0.0005
2016-05-02 2016-03-31 13F BWX TECHNOLOGIES INC COM Stock 05605H100 284 34 10
2016-02-11 2015-12-31 13F BWX TECHNOLOGIES INC COM Stock 05605H100 250 250 8 0.0005
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.