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Permanent Capital Management’s BWX Technologies BWXT Stock Holding History

Permanent 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
Q1 		$852K Sell
3,938
-900
-19% -$183K 0.13% 56
2025
Q4 		$836K Sell
4,838
-1,462
-23% -$274K 0.16% 61
2025
Q3 		$1.16M Buy
+6,300
New +$1.01M 0.22% 47
2024
Q2 		$918K Buy
+6,375
New +$591K 0.19% 54

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Permanent Capital Management's BWXT Position: Q1 2026 in Review

Permanent Capital Management reduced its BWX Technologies (BWXT) stake by 19% in Q1 2026, selling an estimated $183K and leaving 3,938 shares worth $852K. The position accounts for 0.13% of the portfolio, ranked #56.

Permanent Capital Management first reported a position in BWXT in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.16M in Q3 2025. 825 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

  • Permanent Capital Management held 3,938 shares of BWX Technologies worth $852K as of Q1 2026.
  • Permanent Capital Management sold 900 BWX Technologies shares in Q1 2026, an estimated $183K.
  • BWX Technologies made up 0.13% of Permanent Capital Management's portfolio in Q1 2026, its #56 holding.
  • Permanent Capital Management first reported a position in BWX Technologies in Q2 2024 and has held it in 4 quarters since.
  • Permanent Capital Management's BWX Technologies position peaked at $1.16M in Q3 2025.
  • 825 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.