Arcadia Investment Management’s BWX Technologies BWXT Stock Holding History

Arcadia Investment 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	$1.65M	Buy	8,089 +980	+14%	+$199K	0.28%	58
2025 Q4	$1.23M	Buy	7,109 +5,759	+427%	+$1.08M	0.2%	64
2025 Q3	$249K	Buy	+1,350	New	+$217K	0.04%	109
2024 Q2	–	Sell	-315	Closed	-$32.3K	–	311
2024 Q1	$32.3K	Hold	315	–	–	0.01%	222
2023 Q4	$24.2K	Hold	315	–	–	﹤0.01%	244
2023 Q3	$23.6K	Hold	315	–	–	0.01%	252
2023 Q2	$22.5K	Hold	315	–	–	﹤0.01%	271
2023 Q1	$19.9K	Sell	315 -265	-46%	-$16K	﹤0.01%	289
2022 Q4	$33.7K	Hold	580	–	–	0.01%	245
2022 Q3	$29K	Sell	580 -285	-33%	-$15.4K	0.01%	212
2022 Q2	$48K	Hold	865	–	–	0.01%	200
2022 Q1	$47K	Sell	865 -14,807	-94%	-$728K	0.01%	208
2021 Q4	$750K	Sell	15,672 -18,500	-54%	-$968K	0.13%	94
2021 Q3	$1.84M	Sell	34,172 -15,387	-31%	-$867K	0.34%	60
2021 Q2	$2.88M	Sell	49,559 -2,500	-5%	-$161K	0.54%	52
2021 Q1	$3.43M	Sell	52,059 -576	-1%	-$34.5K	0.69%	48
2020 Q4	$3.17M	Sell	52,635 -4,102	-7%	-$236K	0.66%	46
2020 Q3	$3.19M	Buy	56,737 +2,245	+4%	+$126K	0.69%	44
2020 Q2	$3.09M	Buy	+54,492	New	+$3.05M	0.75%	44

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

Arcadia Investment Management's BWXT Position: Q1 2026 in Review

Arcadia Investment Management increased its BWX Technologies (BWXT) stake by 14% in Q1 2026, buying an estimated $199K and bringing the position to 8,089 shares worth $1.65M. The position accounts for 0.28% of the portfolio, ranked #58.

Arcadia Investment Management first reported a position in BWXT in Q2 2020 and has held it in 19 quarters since. The position peaked at $3.43M in Q1 2021. 823 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

Arcadia Investment Management held 8,089 shares of BWX Technologies worth $1.65M as of Q1 2026.
Arcadia Investment Management bought 980 BWX Technologies shares in Q1 2026, an estimated $199K.
BWX Technologies made up 0.28% of Arcadia Investment Management's portfolio in Q1 2026, its #58 holding.
Arcadia Investment Management first reported a position in BWX Technologies in Q2 2020 and has held it in 19 quarters since.
Arcadia Investment Management's BWX Technologies position peaked at $3.43M in Q1 2021.
823 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.