Pinnacle Associates
BWXT icon

Pinnacle Associates’s BWX Technologies BWXT Stock Holding History

Pinnacle Associates’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 		$9.42M Sell
68,786
-986
-1% -$161K 0.11% 187
2026
Q2 		$13.6M Buy
69,772
+2,134
+3% +$444K 0.15% 143
2026
Q1 		$13.8M Sell
67,638
-2,394
-3% -$486K 0.18% 132
2025
Q4 		$12.1M Sell
70,032
-2,377
-3% -$446K 0.16% 140
2025
Q3 		$13.4M Sell
72,409
-9,314
-11% -$1.5M 0.18% 134
2025
Q2 		$11.8M Sell
81,723
-15,073
-16% -$1.76M 0.17% 136
2025
Q1 		$9.5M Sell
96,796
-1,344
-1% -$146K 0.14% 156
2024
Q4 		$10.9M Sell
98,140
-20,999
-18% -$2.57M 0.15% 147
2024
Q3 		$9.14M Buy
119,139
+17,592
+17% +$1.75M 0.16% 157
2024
Q2 		$9.6M Buy
101,547
+731
+0.7% +$67.8K 0.15% 159
2024
Q1 		$10.3M Sell
100,816
-18,323
-15% -$1.64M 0.16% 159
2023
Q4 		$9.14M Sell
119,139
-1,415
-1% -$109K 0.15% 160
2023
Q3 		$9.04M Sell
120,554
-18,202
-13% -$1.32M 0.17% 151
2023
Q2 		$9.9M Buy
+138,756
New +$9.07M 0.17% 148

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
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
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
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Pinnacle Associates's BWXT Position: Q3 2026 in Review

Pinnacle Associates reduced its BWX Technologies (BWXT) stake by 1.4% in Q3 2026, selling an estimated $161K and leaving 68,786 shares worth $9.42M. The position accounts for 0.11% of the portfolio, ranked #187.

Pinnacle Associates first reported a position in BWXT in Q2 2023 and has held it in 14 quarters since. The position peaked at $13.8M in Q1 2026. 105 funds tracked by Wall St. Rank hold BWXT as of Q3 2026.

  • Pinnacle Associates held 68,786 shares of BWX Technologies worth $9.42M as of Q3 2026.
  • Pinnacle Associates sold 986 BWX Technologies shares in Q3 2026, an estimated $161K.
  • BWX Technologies made up 0.11% of Pinnacle Associates's portfolio in Q3 2026, its #187 holding.
  • Pinnacle Associates first reported a position in BWX Technologies in Q2 2023 and has held it in 14 quarters since.
  • Pinnacle Associates's BWX Technologies position peaked at $13.8M in Q1 2026.
  • 105 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.