First Manhattan’s BWX Technologies BWXT Stock Holding History

First Manhattan’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	$704K	Hold	3,615	–	–	﹤0.01%	502
2026 Q1	$739K	Hold	3,615	–	–	﹤0.01%	492
2025 Q4	$625K	Buy	3,615 +15	+0.4%	+$2.81K	﹤0.01%	512
2025 Q3	$664K	Hold	3,600	–	–	﹤0.01%	493
2025 Q2	$519K	Hold	3,600	–	–	﹤0.01%	526
2025 Q1	$355K	Sell	3,600 -200	-5%	-$21.7K	﹤0.01%	559
2024 Q4	$423K	Buy	3,800 +60	+2%	+$7.33K	﹤0.01%	533
2024 Q3	$407K	Sell	3,740 -70	-2%	-$6.95K	﹤0.01%	532
2024 Q2	$362K	Buy	3,810 +170	+5%	+$15.8K	﹤0.01%	537
2024 Q1	$374K	Buy	+3,640	New	+$326K	﹤0.01%	547
2021 Q1	–	Sell	-18	Closed	-$1K	–	1468
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	1293
2020 Q3	$1K	Buy	+18	New	+$1.01K	﹤0.01%	1284
2018 Q4	–	Sell	-2,000	Closed	-$125K	–	1367
2018 Q3	$125K	Buy	+2,000	New	+$127K	﹤0.01%	804
2018 Q1	–	Sell	-3,049	Closed	-$184K	–	1385
2017 Q4	$184K	Buy	+3,049	New	+$184K	﹤0.01%	727

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Manhattan's BWXT Position: Q2 2026 in Review

First Manhattan held its BWX Technologies (BWXT) position steady in Q2 2026 at 3,615 shares worth $704K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

First Manhattan first reported a position in BWXT in Q4 2017 and has held it in 14 quarters since. The position peaked at $739K in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

First Manhattan held 3,615 shares of BWX Technologies worth $704K as of Q2 2026.
First Manhattan left its BWX Technologies share count unchanged in Q2 2026.
BWX Technologies made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #502 holding.
First Manhattan first reported a position in BWX Technologies in Q4 2017 and has held it in 14 quarters since.
First Manhattan's BWX Technologies position peaked at $739K in Q1 2026.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.