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Needham Investment Management’s BWX Technologies BWXT Stock Holding History

Needham 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 		$12.1M Buy
59,000
+23,000
+64% +$4.67M 0.62% 53
2025
Q4 		$6.22M Buy
36,000
+12,500
+53% +$2.34M 0.39% 66
2025
Q3 		$4.33M Buy
+23,500
New +$3.78M 0.3% 85

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Needham Investment Management increased its BWX Technologies (BWXT) stake by 64% in Q1 2026, buying an estimated $4.67M and bringing the position to 59,000 shares worth $12.1M. The position accounts for 0.62% of the portfolio, ranked #53.

Needham Investment Management first reported a position in BWXT in Q3 2025 and has held it in 3 quarters since. 823 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • Needham Investment Management held 59,000 shares of BWX Technologies worth $12.1M as of Q1 2026.
  • Needham Investment Management bought 23,000 BWX Technologies shares in Q1 2026, an estimated $4.67M.
  • BWX Technologies made up 0.62% of Needham Investment Management's portfolio in Q1 2026, its #53 holding.
  • Needham Investment Management first reported a position in BWX Technologies in Q3 2025 and has held it in 3 quarters since.
  • 823 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.