Munro Partners’s BWX Technologies BWXT Stock Holding History

Munro Partners’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	–	Sell	-246,220	Closed	-$50.3M	–	63
2026 Q1	$50.3M	Buy	+246,220	New	+$50M	1.71%	21
2025 Q1	–	Sell	-4,895	Closed	-$545K	–	65
2024 Q4	$545K	Buy	+4,895	New	+$598K	0.02%	64

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Munro Partners's BWXT Position: Q2 2026 in Review

Munro Partners sold out of BWX Technologies (BWXT) in Q2 2026, closing a stake of 246,220 shares — an estimated $50.3M sold.

Munro Partners first reported a position in BWXT in Q4 2024 and held it in 2 quarters. The position peaked at $50.3M in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Munro Partners reported no remaining BWX Technologies position as of Q2 2026 after selling out during the quarter.
Munro Partners sold 246,220 BWX Technologies shares in Q2 2026, an estimated $50.3M.
Munro Partners first reported a position in BWX Technologies in Q4 2024 and held it in 2 quarters.
Munro Partners's BWX Technologies position peaked at $50.3M in Q1 2026.
854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Munro Partners's 13F filing for Q2 2026, filed 10 Aug 2026.