Havemeyer Place’s BWX Technologies BWXT Stock Holding History

Havemeyer Place’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	–	Sell	-239	Closed	-$48.9K	–	532
2026 Q1	$48.9K	Sell	239 -4,408	-95%	-$895K	0.01%	490
2025 Q4	$803K	Buy	+4,647	New	+$872K	0.16%	237

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

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

Havemeyer Place's BWXT Position: Q2 2026 in Review

Havemeyer Place sold out of BWX Technologies (BWXT) in Q2 2026, closing a stake of 239 shares — an estimated $48.9K sold.

Havemeyer Place first reported a position in BWXT in Q4 2025 and held it in 2 quarters. The position peaked at $803K in Q4 2025. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Havemeyer Place reported no remaining BWX Technologies position as of Q2 2026 after selling out during the quarter.
Havemeyer Place sold 239 BWX Technologies shares in Q2 2026, an estimated $48.9K.
Havemeyer Place first reported a position in BWX Technologies in Q4 2025 and held it in 2 quarters.
Havemeyer Place's BWX Technologies position peaked at $803K in Q4 2025.
855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.