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Narwhal Capital Management’s BWX Technologies BWXT Stock Holding History

Narwhal Capital 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 		$5.61M Sell
28,838
-10,131
-26% -$2.11M 0.39% 59
2026
Q1 		$7.97M Buy
38,969
+9,853
+34% +$2M 0.59% 43
2025
Q4 		$5.03M Sell
29,116
-3,076
-10% -$577K 0.37% 57
2025
Q3 		$5.94M Sell
32,192
-10,744
-25% -$1.73M 0.44% 50
2025
Q2 		$6.19M Buy
42,936
+23,945
+126% +$2.8M 0.5% 49
2025
Q1 		$1.87M Sell
18,991
-1,988
-9% -$216K 0.17% 86
2024
Q4 		$2.34M Buy
20,979
+5,250
+33% +$641K 0.21% 81
2024
Q3 		$1.71M Sell
15,729
-4,564
-22% -$453K 0.15% 83
2024
Q2 		$1.93M Sell
20,293
-8,772
-30% -$814K 0.18% 81
2024
Q1 		$2.98M Sell
29,065
-12,297
-30% -$1.1M 0.29% 71
2023
Q4 		$3.17M Sell
41,362
-1,899
-4% -$146K 0.35% 68
2023
Q3 		$3.24M Buy
43,261
+4,659
+12% +$337K 0.4% 65
2023
Q2 		$2.76M Buy
38,602
+26,892
+230% +$1.76M 0.32% 68
2023
Q1 		$738K Sell
11,710
-12
-0.1% -$723 0.09% 108
2022
Q4 		$681K Buy
+11,722
New +$673K 0.09% 109
2022
Q1 		– Sell
-14,598
Closed -$699K – 157
2021
Q4 		$699K Sell
14,598
-51,285
-78% -$2.68M 0.08% 101
2021
Q3 		$3.55M Buy
+65,883
New +$3.71M 0.45% 59
2014
Q2 		– Sell
-11,184
Closed -$266K – 142
2014
Q1 		$266K Hold
11,184
– – 0.11% 130
2013
Q4 		$274K Hold
11,184
– – 0.11% 125
2013
Q3 		$270K Hold
11,184
– – 0.13% 123
2013
Q2 		$240K Buy
+11,184
New +$227K 0.12% 123

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Narwhal Capital Management's BWXT Position: Q2 2026 in Review

Narwhal Capital Management reduced its BWX Technologies (BWXT) stake by 26% in Q2 2026, selling an estimated $2.11M and leaving 28,838 shares worth $5.61M. The position accounts for 0.39% of the portfolio, ranked #59.

Narwhal Capital Management first reported a position in BWXT in Q2 2013 and has held it in 21 quarters since. The position peaked at $7.97M in Q1 2026. 450 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Narwhal Capital Management held 28,838 shares of BWX Technologies worth $5.61M as of Q2 2026.
  • Narwhal Capital Management sold 10,131 BWX Technologies shares in Q2 2026, an estimated $2.11M.
  • BWX Technologies made up 0.39% of Narwhal Capital Management's portfolio in Q2 2026, its #59 holding.
  • Narwhal Capital Management first reported a position in BWX Technologies in Q2 2013 and has held it in 21 quarters since.
  • Narwhal Capital Management's BWX Technologies position peaked at $7.97M in Q1 2026.
  • 450 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.