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McGowan Group Asset Management’s BWX Technologies BWXT Stock Holding History

McGowan Group Asset 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
Q1 		$17.8M Sell
87,082
-41,364
-32% -$8.4M 2.27% 17
2025
Q4 		$22.2M Sell
128,446
-357
-0.3% -$67K 2.75% 12
2025
Q3 		$23.7M Sell
128,803
-597
-0.5% -$96.1K 2.94% 11
2025
Q2 		$18.6M Buy
129,400
+2,052
+2% +$240K 2.35% 14
2025
Q1 		$12.6M Sell
127,348
-186
-0.1% -$20.2K 1.66% 21
2024
Q4 		$14.2M Buy
127,534
+2,259
+2% +$276K 1.9% 15
2024
Q3 		$13.6M Buy
125,275
+1,517
+1% +$151K 1.79% 19
2024
Q2 		$11.8M Buy
123,758
+899
+0.7% +$83.4K 1.64% 20
2024
Q1 		$12.6M Sell
122,859
-8
-0% -$716 1.82% 19
2023
Q4 		$9.43M Sell
122,867
-1,503
-1% -$116K 1.51% 22
2023
Q3 		$9.33M Buy
124,370
+801
+0.6% +$57.9K 1.47% 22
2023
Q2 		$8.84M Buy
123,569
+3,900
+3% +$255K 1.38% 23
2023
Q1 		$7.54M Buy
+119,669
New +$7.21M 1.2% 22
2021
Q4 		– Sell
-7,905
Closed -$426K – 121
2021
Q3 		$426K Buy
7,905
+42
+0.5% +$2.37K 0.07% 69
2021
Q2 		$457K Buy
7,863
+258
+3% +$16.6K 0.07% 72
2021
Q1 		$501K Buy
+7,605
New +$456K 0.08% 67

Other funds holding BWXT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

McGowan Group Asset Management's BWXT Position: Q1 2026 in Review

McGowan Group Asset Management reduced its BWX Technologies (BWXT) stake by 32% in Q1 2026, selling an estimated $8.4M and leaving 87,082 shares worth $17.8M. The position accounts for 2.27% of the portfolio, ranked #17.

McGowan Group Asset Management first reported a position in BWXT in Q1 2021 and has held it in 16 quarters since. The position peaked at $23.7M in Q3 2025. 824 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • McGowan Group Asset Management held 87,082 shares of BWX Technologies worth $17.8M as of Q1 2026.
  • McGowan Group Asset Management sold 41,364 BWX Technologies shares in Q1 2026, an estimated $8.4M.
  • BWX Technologies made up 2.27% of McGowan Group Asset Management's portfolio in Q1 2026, its #17 holding.
  • McGowan Group Asset Management first reported a position in BWX Technologies in Q1 2021 and has held it in 16 quarters since.
  • McGowan Group Asset Management's BWX Technologies position peaked at $23.7M in Q3 2025.
  • 824 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on McGowan Group Asset Management's 13F filing for Q1 2026, filed 11 May 2026.