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Knollwood Investment Advisory’s BWX Technologies BWXT Stock Holding History

Knollwood Investment Advisory’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 		$831K Hold
4,066
– – 0.08% 182
2025
Q4 		$703K Hold
4,066
– – 0.07% 209
2025
Q3 		$750K Sell
4,066
-394
-9% -$63.4K 0.07% 222
2025
Q2 		$643K Hold
4,460
– – 0.06% 234
2025
Q1 		$440K Hold
4,460
– – 0.05% 263
2024
Q4 		$497K Hold
4,460
– – 0.05% 258
2024
Q3 		$485K Hold
4,460
– – 0.05% 266
2024
Q2 		$424K Buy
+4,460
New +$414K 0.05% 274

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

Knollwood Investment Advisory's BWXT Position: Q1 2026 in Review

Knollwood Investment Advisory held its BWX Technologies (BWXT) position steady in Q1 2026 at 4,066 shares worth $831K. The position accounts for 0.08% of the portfolio, ranked #182.

Knollwood Investment Advisory first reported a position in BWXT in Q2 2024 and has held it in 8 quarters since. 825 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • Knollwood Investment Advisory held 4,066 shares of BWX Technologies worth $831K as of Q1 2026.
  • Knollwood Investment Advisory left its BWX Technologies share count unchanged in Q1 2026.
  • BWX Technologies made up 0.08% of Knollwood Investment Advisory's portfolio in Q1 2026, its #182 holding.
  • Knollwood Investment Advisory first reported a position in BWX Technologies in Q2 2024 and has held it in 8 quarters since.
  • 825 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.