Perigon Wealth Management
BWXT icon

Perigon Wealth Management’s BWX Technologies BWXT Stock Holding History

Perigon Wealth 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
Q3 		$209K Sell
1,526
-126
-8% -$20.6K ﹤0.01% 1379
2026
Q2 		$321K Buy
1,652
+125
+8% +$26K 0.01% 1075
2026
Q1 		$312K Buy
1,527
+158
+12% +$32.1K 0.01% 1003
2025
Q4 		$237K Buy
1,369
+108
+9% +$20.3K ﹤0.01% 1140
2025
Q3 		$232K Buy
+1,261
New +$203K ﹤0.01% 1073

Other funds holding BWXT

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Builder Investment Group
Builder Investment Group Atlanta, Georgia $493M AUM 24.13% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Perigon Wealth Management's BWXT Position: Q3 2026 in Review

Perigon Wealth Management reduced its BWX Technologies (BWXT) stake by 7.6% in Q3 2026, selling an estimated $20.6K and leaving 1,526 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Perigon Wealth Management first reported a position in BWXT in Q3 2025 and has held it in 5 quarters since. The position peaked at $321K in Q2 2026. 137 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Perigon Wealth Management held 1,526 shares of BWX Technologies worth $209K as of Q3 2026.
  • Perigon Wealth Management sold 126 BWX Technologies shares in Q3 2026, an estimated $20.6K.
  • BWX Technologies made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1379 holding.
  • Perigon Wealth Management first reported a position in BWX Technologies in Q3 2025 and has held it in 5 quarters since.
  • Perigon Wealth Management's BWX Technologies position peaked at $321K in Q2 2026.
  • 137 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.