Capital Fund Management (CFM)
BWXT icon

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
Q1 		– Sell
-20,200
Closed -$3.49M – 2087
2025
Q4 		$3.49M Sell
20,200
-1,200
-6% -$225K 0.01% 1387
2025
Q3 		$3.95M Buy
21,400
+5,000
+30% +$804K 0.01% 1385
2025
Q2 		$2.36M Sell
16,400
-63,300
-79% -$7.4M 0.01% 1575
2025
Q1 		$7.86M Buy
79,700
+23,400
+42% +$2.54M 0.02% 795
2024
Q4 		$6.27M Buy
56,300
+25,200
+81% +$3.08M 0.02% 977
2024
Q3 		$3.38M Buy
31,100
+13,500
+77% +$1.34M 0.01% 1198
2024
Q2 		$1.67M Buy
+17,600
New +$1.63M ﹤0.01% 1451

Other funds holding BWXT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Capital Fund Management (CFM)'s BWXT Position: Q1 2026 in Review

Capital Fund Management (CFM) reduced its BWX Technologies (BWXT) stake by 31% in Q1 2026, selling an estimated $1.53M and leaving 16,564 shares worth $3.39M. The position accounts for 0.02% of the portfolio, ranked #1095.

Capital Fund Management (CFM) first reported a position in BWXT in Q2 2015 and has held it in 24 quarters since. The position peaked at $16.4M in Q4 2017. 823 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • Capital Fund Management (CFM) held 16,564 shares of BWX Technologies worth $3.39M as of Q1 2026.
  • Capital Fund Management (CFM) sold 7,530 BWX Technologies shares in Q1 2026, an estimated $1.53M.
  • BWX Technologies made up 0.02% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1095 holding.
  • Capital Fund Management (CFM) first reported a position in BWX Technologies in Q2 2015 and has held it in 24 quarters since.
  • Capital Fund Management (CFM)'s BWX Technologies position peaked at $16.4M in Q4 2017.
  • 823 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.