Barometer Capital Management’s BWX Technologies BWXT Stock Holding History

Barometer Capital 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 Q2	–	Sell	-13,800	Closed	-$2.82M	–	138
2026 Q1	$2.82M	Buy	+13,800	New	+$2.8M	0.97%	25
2024 Q4	–	Sell	-43,583	Closed	-$4.74M	–	155
2024 Q3	$4.74M	Buy	43,583 +2,963	+7%	+$294K	1.37%	24
2024 Q2	$3.86M	Sell	40,620 -5,920	-13%	-$549K	1.49%	21
2024 Q1	$4.46M	Buy	46,540 +1,380	+3%	+$123K	1.16%	28
2023 Q4	$3.47M	Sell	45,160 -3,180	-7%	-$244K	0.98%	33
2023 Q3	$3.62M	Buy	48,340 +24,230	+100%	+$1.75M	1.14%	31
2023 Q2	$1.73M	Buy	+24,110	New	+$1.58M	0.46%	48

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barometer Capital Management's BWXT Position: Q2 2026 in Review

Barometer Capital Management sold out of BWX Technologies (BWXT) in Q2 2026, closing a stake of 13,800 shares — an estimated $2.82M sold.

Barometer Capital Management first reported a position in BWXT in Q2 2023 and held it in 7 quarters. The position peaked at $4.74M in Q3 2024. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Barometer Capital Management reported no remaining BWX Technologies position as of Q2 2026 after selling out during the quarter.
Barometer Capital Management sold 13,800 BWX Technologies shares in Q2 2026, an estimated $2.82M.
Barometer Capital Management first reported a position in BWX Technologies in Q2 2023 and held it in 7 quarters.
Barometer Capital Management's BWX Technologies position peaked at $4.74M in Q3 2024.
852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Barometer Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.