1832 Asset Management’s BWX Technologies BWXT Stock Holding History

1832 Asset Management’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 Q1	$1.37M	Sell	6,710 -1,790	-21%	-$364K	﹤0.01%	532
2025 Q4	$1.47M	Buy	8,500 +5,200	+158%	+$975K	﹤0.01%	550
2025 Q3	$608K	Hold	3,300	–	–	﹤0.01%	601
2025 Q2	$475K	Buy	+3,300	New	+$386K	﹤0.01%	612
2024 Q2	–	Sell	-1,200	Closed	-$123K	–	897
2024 Q1	$123K	Buy	+1,200	New	+$107K	﹤0.01%	657
2018 Q3	–	Sell	-825,811	Closed	-$51.4M	–	659
2018 Q2	$51.4M	Sell	825,811 -118,189	-13%	-$7.86M	0.17%	114
2018 Q1	$60.3M	Buy	944,000 +513,166	+119%	+$32.5M	0.22%	108
2017 Q4	$26M	Buy	+430,834	New	+$26M	0.08%	169

Other funds holding BWXT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

1832 Asset Management's BWXT Position: Q1 2026 in Review

1832 Asset Management reduced its BWX Technologies (BWXT) stake by 21% in Q1 2026, selling an estimated $364K and leaving 6,710 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #532.

1832 Asset Management first reported a position in BWXT in Q4 2017 and has held it in 8 quarters since. The position peaked at $60.3M in Q1 2018. 824 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

1832 Asset Management held 6,710 shares of BWX Technologies worth $1.37M as of Q1 2026.
1832 Asset Management sold 1,790 BWX Technologies shares in Q1 2026, an estimated $364K.
BWX Technologies made up ﹤0.01% of 1832 Asset Management's portfolio in Q1 2026, its #532 holding.
1832 Asset Management first reported a position in BWX Technologies in Q4 2017 and has held it in 8 quarters since.
1832 Asset Management's BWX Technologies position peaked at $60.3M in Q1 2018.
824 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.