Neo Ivy Capital Management’s BWX Technologies BWXT Stock Holding History

Neo Ivy 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	$429K	Sell	2,206 -2,967	-57%	-$618K	0.1%	222
2026 Q1	$1.06M	Buy	+5,173	New	+$1.05M	0.28%	125
2024 Q4	–	Sell	-80	Closed	-$8K	–	283
2024 Q3	$8K	Sell	80 -5,096	-98%	-$506K	﹤0.01%	256
2024 Q2	$492K	Buy	+5,176	New	+$480K	0.1%	182
2023 Q4	$205K	Buy	+2,675	New	+$206K	0.46%	60
2022 Q2	–	Sell	-3,918	Closed	-$212K	–	419
2022 Q1	$212K	Buy	3,918 +1,986	+103%	+$97.7K	0.19%	187
2021 Q4	$93K	Buy	1,932 +559	+41%	+$29.3K	0.13%	225
2021 Q3	$78K	Buy	+1,373	New	+$77.3K	0.09%	281
2020 Q3	–	Sell	-1,373	Closed	-$78K	–	474
2020 Q2	$78K	Buy	+1,373	New	+$76.8K	0.09%	281

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 $3.38T AUM 44.17% 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

Neo Ivy Capital Management's BWXT Position: Q2 2026 in Review

Neo Ivy Capital Management reduced its BWX Technologies (BWXT) stake by 57% in Q2 2026, selling an estimated $618K and leaving 2,206 shares worth $429K. The position accounts for 0.1% of the portfolio, ranked #222.

Neo Ivy Capital Management first reported a position in BWXT in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.06M in Q1 2026. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Neo Ivy Capital Management held 2,206 shares of BWX Technologies worth $429K as of Q2 2026.
Neo Ivy Capital Management sold 2,967 BWX Technologies shares in Q2 2026, an estimated $618K.
BWX Technologies made up 0.1% of Neo Ivy Capital Management's portfolio in Q2 2026, its #222 holding.
Neo Ivy Capital Management first reported a position in BWX Technologies in Q2 2020 and has held it in 9 quarters since.
Neo Ivy Capital Management's BWX Technologies position peaked at $1.06M in Q1 2026.
855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.