Optima Capital’s BWX Technologies BWXT Stock Holding History

Optima Capital’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	–	Sell	-15	Closed	-$2.59K	–	314
2025 Q4	$2.59K	Buy	+15	New	+$2.81K	﹤0.01%	721

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Optima Capital's BWXT Position: Q1 2026 in Review

Optima Capital sold out of BWX Technologies (BWXT) in Q1 2026, closing a stake of 15 shares — an estimated $2.59K sold.

Optima Capital first reported a position in BWXT in Q4 2025 and held it in 1 quarter. The position peaked at $2.59K in Q4 2025. 830 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

Optima Capital reported no remaining BWX Technologies position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 15 BWX Technologies shares in Q1 2026, an estimated $2.59K.
Optima Capital first reported a position in BWX Technologies in Q4 2025 and held it in 1 quarter.
Optima Capital's BWX Technologies position peaked at $2.59K in Q4 2025.
830 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.