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Perennial Advisors’s BWX Technologies BWXT Stock Holding History

Perennial Advisors’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
Q3 		$441K Buy
3,217
+23
+0.7% +$3.75K 0.07% 107
2026
Q2 		$622K Buy
3,194
+170
+6% +$35.4K 0.1% 91
2026
Q1 		$618K Hold
3,024
– – 0.11% 84
2025
Q4 		$523K Buy
3,024
+210
+7% +$39.4K 0.09% 81
2025
Q3 		$519K Buy
2,814
+1,284
+84% +$207K 0.09% 83
2025
Q2 		$220K Buy
+1,530
New +$179K 0.04% 117

Other funds holding BWXT

SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
KG
Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Perennial Advisors's BWXT Position: Q3 2026 in Review

Perennial Advisors increased its BWX Technologies (BWXT) stake by 0.72% in Q3 2026, buying an estimated $3.75K and bringing the position to 3,217 shares worth $441K. The position accounts for 0.07% of the portfolio, ranked #107.

Perennial Advisors first reported a position in BWXT in Q2 2025 and has held it in 6 quarters since. The position peaked at $622K in Q2 2026. 49 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Perennial Advisors held 3,217 shares of BWX Technologies worth $441K as of Q3 2026.
  • Perennial Advisors bought 23 BWX Technologies shares in Q3 2026, an estimated $3.75K.
  • BWX Technologies made up 0.07% of Perennial Advisors's portfolio in Q3 2026, its #107 holding.
  • Perennial Advisors first reported a position in BWX Technologies in Q2 2025 and has held it in 6 quarters since.
  • Perennial Advisors's BWX Technologies position peaked at $622K in Q2 2026.
  • 49 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.