Pecaut & Co’s BWX Technologies BWXT Stock Holding History

Pecaut & Co’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	$1.54M	Sell	7,935 -200	-2%	-$41.7K	0.47%	37
2026 Q1	$1.66M	Hold	8,135	–	–	0.54%	35
2025 Q4	$1.41M	Hold	8,135	–	–	0.45%	35
2025 Q3	$1.5M	Sell	8,135 -1,500	-16%	-$241K	0.48%	37
2025 Q2	$1.39M	Hold	9,635	–	–	0.46%	35
2025 Q1	$950K	Hold	9,635	–	–	0.32%	42
2024 Q4	$1.07M	Sell	9,635 -500	-5%	-$61.1K	0.37%	37
2024 Q3	$1.1M	Hold	10,135	–	–	0.39%	39
2024 Q2	$963K	Buy	10,135 +1,735	+21%	+$161K	0.36%	42
2024 Q1	$862K	Sell	8,400 -2,400	-22%	-$215K	0.32%	45
2023 Q4	$829K	Buy	+10,800	New	+$830K	0.33%	46

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

Pecaut & Co's BWXT Position: Q2 2026 in Review

Pecaut & Co reduced its BWX Technologies (BWXT) stake by 2.5% in Q2 2026, selling an estimated $41.7K and leaving 7,935 shares worth $1.54M. The position accounts for 0.47% of the portfolio, ranked #37.

Pecaut & Co first reported a position in BWXT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.66M in Q1 2026. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Pecaut & Co held 7,935 shares of BWX Technologies worth $1.54M as of Q2 2026.
Pecaut & Co sold 200 BWX Technologies shares in Q2 2026, an estimated $41.7K.
BWX Technologies made up 0.47% of Pecaut & Co's portfolio in Q2 2026, its #37 holding.
Pecaut & Co first reported a position in BWX Technologies in Q4 2023 and has held it in 11 quarters since.
Pecaut & Co's BWX Technologies position peaked at $1.66M in Q1 2026.
852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Pecaut & Co's 13F filing for Q2 2026, filed 3 Aug 2026.