Merrion Investment Management’s BWX Technologies BWXT Stock Holding History

Merrion 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	$1.43M	Hold	7,330	–	–	0.68%	33
2026 Q1	$1.5M	Hold	7,330	–	–	0.81%	31
2025 Q4	$1.27M	Hold	7,330	–	–	0.68%	36
2025 Q3	$1.35M	Hold	7,330	–	–	0.78%	31
2025 Q2	$1.06M	Sell	7,330 -140	-2%	-$16.4K	0.69%	34
2025 Q1	$737K	Sell	7,470 -20	-0.3%	-$2.17K	0.53%	48
2024 Q4	$834K	Buy	7,490 +30	+0.4%	+$3.67K	0.58%	39
2024 Q3	$811K	Buy	7,460 +15	+0.2%	+$1.49K	0.54%	42
2024 Q2	$707K	Buy	7,445 +245	+3%	+$22.7K	0.49%	45
2024 Q1	$739K	Buy	+7,200	New	+$644K	0.53%	43

Other funds holding BWXT

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

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

Merrion Investment Management held its BWX Technologies (BWXT) position steady in Q2 2026 at 7,330 shares worth $1.43M. The position accounts for 0.68% of the portfolio, ranked #33.

Merrion Investment Management first reported a position in BWXT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.5M in Q1 2026. 273 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Merrion Investment Management held 7,330 shares of BWX Technologies worth $1.43M as of Q2 2026.
Merrion Investment Management left its BWX Technologies share count unchanged in Q2 2026.
BWX Technologies made up 0.68% of Merrion Investment Management's portfolio in Q2 2026, its #33 holding.
Merrion Investment Management first reported a position in BWX Technologies in Q1 2024 and has held it in 10 quarters since.
Merrion Investment Management's BWX Technologies position peaked at $1.5M in Q1 2026.
273 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.