FORA Capital’s BWX Technologies BWXT Stock Holding History

FORA 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 Q1	–	Sell	-12,040	Closed	-$2.08M	–	444
2025 Q4	$2.08M	Buy	+12,040	New	+$2.26M	0.25%	103
2023 Q1	–	Sell	-5,852	Closed	-$340K	–	533
2022 Q4	$340K	Buy	+5,852	New	+$336K	0.05%	333
2022 Q1	–	Sell	-4,675	Closed	-$224K	–	522
2021 Q4	$224K	Buy	+4,675	New	+$245K	0.09%	274
2020 Q3	–	Sell	-3,023	Closed	-$171K	–	680
2020 Q2	$171K	Sell	3,023 -1,356	-31%	-$75.8K	0.06%	381
2020 Q1	$213K	Buy	4,379 +241	+6%	+$14.3K	0.05%	436
2019 Q4	$257K	Buy	+4,138	New	+$246K	0.03%	563

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 $3.38T AUM 44.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

FORA Capital's BWXT Position: Q1 2026 in Review

FORA Capital sold out of BWX Technologies (BWXT) in Q1 2026, closing a stake of 12,040 shares — an estimated $2.08M sold.

FORA Capital first reported a position in BWXT in Q4 2019 and held it in 6 quarters. The position peaked at $2.08M in Q4 2025. 830 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

FORA Capital reported no remaining BWX Technologies position as of Q1 2026 after selling out during the quarter.
FORA Capital sold 12,040 BWX Technologies shares in Q1 2026, an estimated $2.08M.
FORA Capital first reported a position in BWX Technologies in Q4 2019 and held it in 6 quarters.
FORA Capital's BWX Technologies position peaked at $2.08M in Q4 2025.
830 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.