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Curi RMB Capital’s BWX Technologies BWXT Stock Holding History

Curi RMB Capital’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 		$15.8M Buy
81,249
+14,083
+21% +$2.93M 0.24% 117
2026
Q1 		$13.7M Sell
67,166
-2,135
-3% -$434K 0.24% 104
2025
Q4 		$12M Sell
69,301
-3,166
-4% -$594K 0.21% 122
2025
Q3 		$13.4M Sell
72,467
-2,194
-3% -$353K 0.25% 112
2025
Q2 		$10.8M Buy
74,661
+4,277
+6% +$500K 0.2% 133
2025
Q1 		$6.94M Buy
70,384
+2,379
+3% +$258K 0.17% 163
2024
Q4 		$7.58M Buy
68,005
+9,567
+16% +$1.17M 0.17% 162
2024
Q3 		$6.35M Buy
58,438
+654
+1% +$65K 0.14% 168
2024
Q2 		$5.49M Buy
+57,784
New +$5.36M 0.13% 175

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

Curi RMB Capital's BWXT Position: Q2 2026 in Review

Curi RMB Capital increased its BWX Technologies (BWXT) stake by 21% in Q2 2026, buying an estimated $2.93M and bringing the position to 81,249 shares worth $15.8M. The position accounts for 0.24% of the portfolio, ranked #117.

Curi RMB Capital first reported a position in BWXT in Q2 2024 and has held it in 9 quarters since. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Curi RMB Capital held 81,249 shares of BWX Technologies worth $15.8M as of Q2 2026.
  • Curi RMB Capital bought 14,083 BWX Technologies shares in Q2 2026, an estimated $2.93M.
  • BWX Technologies made up 0.24% of Curi RMB Capital's portfolio in Q2 2026, its #117 holding.
  • Curi RMB Capital first reported a position in BWX Technologies in Q2 2024 and has held it in 9 quarters since.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.