Mawer Investment Management
BWXT icon

Mawer Investment Management’s BWX Technologies BWXT Stock Holding History

Mawer Investment Management’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 		$134M Sell
689,750
-44,412
-6% -$9.25M 0.91% 30
2026
Q1 		$150M Sell
734,162
-38,531
-5% -$7.82M 0.97% 33
2025
Q4 		$134M Sell
772,693
-27,854
-3% -$5.22M 0.75% 36
2025
Q3 		$148M Sell
800,547
-99,902
-11% -$16.1M 0.77% 34
2025
Q2 		$130M Buy
900,449
+121,498
+16% +$14.2M 0.66% 42
2025
Q1 		$76.8M Sell
778,951
-24,213
-3% -$2.63M 0.37% 58
2024
Q4 		$89.5M Sell
803,164
-21,420
-3% -$2.62M 0.41% 53
2024
Q3 		$89.6M Sell
824,584
-37,415
-4% -$3.72M 0.41% 51
2024
Q2 		$81.9M Sell
861,999
-46,203
-5% -$4.28M 0.39% 49
2024
Q1 		$93.2M Sell
908,202
-54,519
-6% -$4.88M 0.43% 45
2023
Q4 		$73.9M Sell
962,721
-23,080
-2% -$1.77M 0.38% 49
2023
Q3 		$73.9M Sell
985,801
-17,933
-2% -$1.3M 0.4% 53
2023
Q2 		$71.8M Sell
1,003,734
-37,758
-4% -$2.47M 0.38% 52
2023
Q1 		$65.7M Buy
1,041,492
+21,182
+2% +$1.28M 0.36% 58
2022
Q4 		$59.3M Buy
1,020,310
+10,940
+1% +$628K 0.33% 56
2022
Q3 		$50.8M Buy
1,009,370
+3,824
+0.4% +$206K 0.31% 58
2022
Q2 		$55.4M Sell
1,005,546
-36,497
-4% -$1.9M 0.31% 55
2022
Q1 		$56.1M Buy
1,042,043
+223,739
+27% +$11M 0.27% 60
2021
Q4 		$39.2M Buy
+818,304
New +$42.8M 0.18% 74

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mawer Investment Management's BWXT Position: Q2 2026 in Review

Mawer Investment Management reduced its BWX Technologies (BWXT) stake by 6% in Q2 2026, selling an estimated $9.25M and leaving 689,750 shares worth $134M. The position accounts for 0.91% of the portfolio, ranked #30.

Mawer Investment Management first reported a position in BWXT in Q4 2021 and has held it in 19 quarters since. The position peaked at $150M in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Mawer Investment Management held 689,750 shares of BWX Technologies worth $134M as of Q2 2026.
  • Mawer Investment Management sold 44,412 BWX Technologies shares in Q2 2026, an estimated $9.25M.
  • BWX Technologies made up 0.91% of Mawer Investment Management's portfolio in Q2 2026, its #30 holding.
  • Mawer Investment Management first reported a position in BWX Technologies in Q4 2021 and has held it in 19 quarters since.
  • Mawer Investment Management's BWX Technologies position peaked at $150M in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Mawer Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.