InceptionR’s BWX Technologies BWXT Stock Holding History

InceptionR’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	-6,272	Closed	-$1.08M	–	667
2025 Q4	$1.08M	Buy	+6,272	New	+$1.18M	0.3%	86
2025 Q2	–	Sell	-11,959	Closed	-$1.18M	–	665
2025 Q1	$1.18M	Buy	+11,959	New	+$1.3M	0.35%	72
2024 Q4	–	Sell	-6,450	Closed	-$701K	–	640
2024 Q3	$701K	Buy	+6,450	New	+$641K	0.17%	234
2024 Q2	–	Sell	-5,981	Closed	-$614K	–	604
2024 Q1	$614K	Sell	5,981 -3,340	-36%	-$299K	0.16%	253
2023 Q4	$715K	Buy	+9,321	New	+$717K	0.51%	33

Other funds holding BWXT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

InceptionR's BWXT Position: Q1 2026 in Review

InceptionR sold out of BWX Technologies (BWXT) in Q1 2026, closing a stake of 6,272 shares — an estimated $1.08M sold.

InceptionR first reported a position in BWXT in Q4 2023 and held it in 5 quarters. The position peaked at $1.18M in Q1 2025. 823 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

InceptionR reported no remaining BWX Technologies position as of Q1 2026 after selling out during the quarter.
InceptionR sold 6,272 BWX Technologies shares in Q1 2026, an estimated $1.08M.
InceptionR first reported a position in BWX Technologies in Q4 2023 and held it in 5 quarters.
InceptionR's BWX Technologies position peaked at $1.18M in Q1 2025.
823 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.