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Moseley Investment Management’s BWX Technologies BWXT Stock Holding History

Moseley 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
Q1 		$815K Buy
3,986
+139
+4% +$28.2K 0.26% 69
2025
Q4 		$665K Buy
3,847
+1,085
+39% +$204K 0.21% 76
2025
Q3 		$509K Buy
+2,762
New +$444K 0.16% 95

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Moseley Investment Management's BWXT Position: Q1 2026 in Review

Moseley Investment Management increased its BWX Technologies (BWXT) stake by 3.6% in Q1 2026, buying an estimated $28.2K and bringing the position to 3,986 shares worth $815K. The position accounts for 0.26% of the portfolio, ranked #69.

Moseley Investment Management first reported a position in BWXT in Q3 2025 and has held it in 3 quarters since. 830 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • Moseley Investment Management held 3,986 shares of BWX Technologies worth $815K as of Q1 2026.
  • Moseley Investment Management bought 139 BWX Technologies shares in Q1 2026, an estimated $28.2K.
  • BWX Technologies made up 0.26% of Moseley Investment Management's portfolio in Q1 2026, its #69 holding.
  • Moseley Investment Management first reported a position in BWX Technologies in Q3 2025 and has held it in 3 quarters since.
  • 830 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.