Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s BWX Technologies BWXT Stock Holding History

Capital Fund Management (CFM)’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
-16,564
Closed -$3.39M – 2109
2026
Q1 		$3.39M Sell
16,564
-7,530
-31% -$1.53M 0.02% 1095
2025
Q4 		$4.16M Buy
+24,094
New +$4.52M 0.01% 1284
2025
Q3 		– Sell
-40,778
Closed -$6.56M – 2455
2025
Q2 		$5.87M Buy
+40,778
New +$4.76M 0.02% 1038
2022
Q3 		– Sell
-42,356
Closed -$2.33M – 1419
2022
Q2 		$2.33M Buy
42,356
+18,351
+76% +$954K 0.02% 775
2022
Q1 		$1.29M Buy
+24,005
New +$1.18M 0.01% 1088
2021
Q2 		– Sell
-15,835
Closed -$1.04M – 1440
2021
Q1 		$1.04M Sell
15,835
-72,068
-82% -$4.32M 0.01% 953
2020
Q4 		$5.3M Buy
87,903
+62,560
+247% +$3.6M 0.05% 442
2020
Q3 		$1.43M Buy
25,343
+14,712
+138% +$825K 0.02% 756
2020
Q2 		$602K Buy
+10,631
New +$594K 0.01% 839
2019
Q1 		– Sell
-56,137
Closed -$2.15M – 1685
2018
Q4 		$2.15M Sell
56,137
-122,855
-69% -$6.1M 0.02% 819
2018
Q3 		$11.2M Sell
178,992
-60,837
-25% -$3.85M 0.06% 454
2018
Q2 		$14.9M Buy
239,829
+33,470
+16% +$2.23M 0.08% 346
2018
Q1 		$13.1M Sell
206,359
-64,521
-24% -$4.09M 0.08% 352
2017
Q4 		$16.4M Buy
270,880
+25,401
+10% +$1.53M 0.09% 268
2017
Q3 		$13.8M Sell
245,479
-75,448
-24% -$4M 0.1% 254
2017
Q2 		$15.6M Sell
320,927
-11,074
-3% -$537K 0.13% 221
2017
Q1 		$15.8M Sell
332,001
-21,186
-6% -$925K 0.13% 197
2016
Q4 		$14M Buy
353,187
+62,942
+22% +$2.45M 0.12% 232
2016
Q3 		$11.1M Buy
290,245
+30,180
+12% +$1.14M 0.1% 244
2016
Q2 		$9.3M Buy
260,065
+2,022
+0.8% +$69.2K 0.09% 270
2016
Q1 		$8.66M Buy
258,043
+91,870
+55% +$2.84M 0.08% 281
2015
Q4 		$5.28M Buy
166,173
+75,060
+82% +$2.21M 0.05% 429
2015
Q3 		$2.4M Sell
91,113
-225,963
-71% -$5.77M 0.03% 565
2015
Q2 		$7.44M Buy
+317,076
New +$7.44M 0.09% 291

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Fund Management (CFM)'s BWXT Position: Q2 2026 in Review

Capital Fund Management (CFM) sold out of BWX Technologies (BWXT) in Q2 2026, closing a stake of 16,564 shares — an estimated $3.39M sold.

Capital Fund Management (CFM) first reported a position in BWXT in Q2 2015 and held it in 24 quarters. The position peaked at $16.4M in Q4 2017. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Capital Fund Management (CFM) reported no remaining BWX Technologies position as of Q2 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 16,564 BWX Technologies shares in Q2 2026, an estimated $3.39M.
  • Capital Fund Management (CFM) first reported a position in BWX Technologies in Q2 2015 and held it in 24 quarters.
  • Capital Fund Management (CFM)'s BWX Technologies position peaked at $16.4M in Q4 2017.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.