CX Institutional’s BWX Technologies BWXT Stock Holding History

CX Institutional’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 Q3	$10K	Buy	74 +21	+40%	+$3.43K	﹤0.01%	1347
2026 Q2	$10K	Sell	53 -46	-46%	-$9.6K	﹤0.01%	1285
2026 Q1	$20K	Buy	99 +88	+800%	+$17.9K	﹤0.01%	1122
2025 Q4	$2K	Buy	+11	New	+$2.06K	﹤0.01%	1354
2020 Q3	–	Sell	-44	Closed	-$2K	–	878
2020 Q2	$2K	Buy	+44	New	+$2.46K	﹤0.01%	740
2019 Q3	–	Sell	-23	Closed	-$1K	–	809
2019 Q2	$1K	Buy	+23	New	+$1.15K	﹤0.01%	820

Other funds holding BWXT

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 35.29% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return

CX Institutional's BWXT Position: Q3 2026 in Review

CX Institutional increased its BWX Technologies (BWXT) stake by 40% in Q3 2026, buying an estimated $3.43K and bringing the position to 74 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

CX Institutional first reported a position in BWXT in Q2 2019 and has held it in 6 quarters since. The position peaked at $20K in Q1 2026. 119 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

CX Institutional held 74 shares of BWX Technologies worth $10K as of Q3 2026.
CX Institutional bought 21 BWX Technologies shares in Q3 2026, an estimated $3.43K.
BWX Technologies made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1347 holding.
CX Institutional first reported a position in BWX Technologies in Q2 2019 and has held it in 6 quarters since.
CX Institutional's BWX Technologies position peaked at $20K in Q1 2026.
119 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.