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Minneapolis Portfolio Management Group’s BWX Technologies BWXT Stock Holding History

Minneapolis Portfolio Management Group’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 		$29.6M Sell
152,002
-5,514
-4% -$1.15M 2.8% 22
2026
Q1 		$32.2M Buy
157,516
+703
+0.4% +$143K 3.42% 17
2025
Q4 		$27.1M Sell
156,813
-43,935
-22% -$8.24M 3.09% 19
2025
Q3 		$37M Sell
200,748
-38,300
-16% -$6.16M 4.25% 8
2025
Q2 		$34.4M Sell
239,048
-2,937
-1% -$343K 4.26% 8
2025
Q1 		$23.9M Buy
241,985
+65,885
+37% +$7.15M 3.32% 17
2024
Q4 		$19.6M Buy
176,100
+1,714
+1% +$209K 2.59% 22
2024
Q3 		$19M Sell
174,386
-3,427
-2% -$340K 2.46% 25
2024
Q2 		$16.9M Buy
+177,813
New +$16.5M 2.29% 26

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

Minneapolis Portfolio Management Group's BWXT Position: Q2 2026 in Review

Minneapolis Portfolio Management Group reduced its BWX Technologies (BWXT) stake by 3.5% in Q2 2026, selling an estimated $1.15M and leaving 152,002 shares worth $29.6M. The position accounts for 2.8% of the portfolio, ranked #22.

Minneapolis Portfolio Management Group first reported a position in BWXT in Q2 2024 and has held it in 9 quarters since. The position peaked at $37M in Q3 2025. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Minneapolis Portfolio Management Group held 152,002 shares of BWX Technologies worth $29.6M as of Q2 2026.
  • Minneapolis Portfolio Management Group sold 5,514 BWX Technologies shares in Q2 2026, an estimated $1.15M.
  • BWX Technologies made up 2.8% of Minneapolis Portfolio Management Group's portfolio in Q2 2026, its #22 holding.
  • Minneapolis Portfolio Management Group first reported a position in BWX Technologies in Q2 2024 and has held it in 9 quarters since.
  • Minneapolis Portfolio Management Group's BWX Technologies position peaked at $37M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Minneapolis Portfolio Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.