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 $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.