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Essex Investment Management’s BWX Technologies BWXT Stock Holding History

Essex Investment Management’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 		$5.23M Sell
25,555
-1,692
-6% -$344K 0.83% 34
2025
Q4 		$4.71M Sell
27,247
-435
-2% -$81.6K 0.72% 43
2025
Q3 		$5.1M Sell
27,682
-446
-2% -$71.8K 0.78% 34
2025
Q2 		$4.05M Buy
28,128
+6,602
+31% +$771K 0.74% 39
2025
Q1 		$2.12M Sell
21,526
-1,986
-8% -$216K 0.44% 101
2024
Q4 		$2.62M Sell
23,512
-980
-4% -$120K 0.47% 95
2024
Q3 		$2.66M Sell
24,492
-1,050
-4% -$104K 0.46% 91
2024
Q2 		$2.43M Buy
25,542
+24,239
+1,860% +$2.25M 0.45% 86
2024
Q1 		$134K Sell
1,303
-524
-29% -$46.9K 0.03% 216
2023
Q4 		$140K Sell
1,827
-12,681
-87% -$975K 0.03% 228
2023
Q3 		$1.09M Sell
14,508
-2,273
-14% -$164K 0.18% 185
2023
Q2 		$1.2M Sell
16,781
-4,946
-23% -$323K 0.17% 180
2023
Q1 		$1.37M Sell
21,727
-1,425
-6% -$85.9K 0.2% 157
2022
Q4 		$1.34M Buy
23,152
+20,877
+918% +$1.2M 0.21% 152
2022
Q3 		$115K Buy
+2,275
New +$123K 0.02% 292
2019
Q3 		– Sell
-16,287
Closed -$849K – 469
2019
Q2 		$849K Buy
16,287
+11,748
+259% +$587K 0.12% 246
2019
Q1 		$225K Buy
+4,539
New +$215K 0.03% 333

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Essex Investment Management's BWXT Position: Q1 2026 in Review

Essex Investment Management reduced its BWX Technologies (BWXT) stake by 6.2% in Q1 2026, selling an estimated $344K and leaving 25,555 shares worth $5.23M. The position accounts for 0.83% of the portfolio, ranked #34.

Essex Investment Management first reported a position in BWXT in Q1 2019 and has held it in 17 quarters since. 825 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • Essex Investment Management held 25,555 shares of BWX Technologies worth $5.23M as of Q1 2026.
  • Essex Investment Management sold 1,692 BWX Technologies shares in Q1 2026, an estimated $344K.
  • BWX Technologies made up 0.83% of Essex Investment Management's portfolio in Q1 2026, its #34 holding.
  • Essex Investment Management first reported a position in BWX Technologies in Q1 2019 and has held it in 17 quarters since.
  • 825 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.