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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
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 		$9.55M 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 		$9.65M 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 		$9.93M Buy
+138,756
New +$9.07M 0.17% 148

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pinnacle Associates's BWXT Position: Q2 2026 in Review

Pinnacle Associates increased its BWX Technologies (BWXT) stake by 3.2% in Q2 2026, buying an estimated $444K and bringing the position to 69,772 shares worth $13.6M. The position accounts for 0.15% of the portfolio, ranked #143.

Pinnacle Associates first reported a position in BWXT in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.8M in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Pinnacle Associates held 69,772 shares of BWX Technologies worth $13.6M as of Q2 2026.
  • Pinnacle Associates bought 2,134 BWX Technologies shares in Q2 2026, an estimated $444K.
  • BWX Technologies made up 0.15% of Pinnacle Associates's portfolio in Q2 2026, its #143 holding.
  • Pinnacle Associates first reported a position in BWX Technologies in Q2 2023 and has held it in 13 quarters since.
  • Pinnacle Associates's BWX Technologies position peaked at $13.8M in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.