Polen Capital Management
BWXT icon

Polen Capital Management’s BWX Technologies BWXT Stock Holding History

Polen 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 		– Sell
-12,500
Closed -$2.16M – 234
2025
Q4 		$2.16M Buy
+12,500
New +$2.34M 0.01% 92

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Polen Capital Management's BWXT Position: Q2 2026 in Review

Polen Capital Management reduced its BWX Technologies (BWXT) stake by 3% in Q2 2026, selling an estimated $239K and leaving 36,974 shares worth $7.2M. The position accounts for 0.06% of the portfolio, ranked #51.

Polen Capital Management first reported a position in BWXT in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.8M in Q1 2026. 456 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Polen Capital Management held 36,974 shares of BWX Technologies worth $7.2M as of Q2 2026.
  • Polen Capital Management sold 1,149 BWX Technologies shares in Q2 2026, an estimated $239K.
  • BWX Technologies made up 0.06% of Polen Capital Management's portfolio in Q2 2026, its #51 holding.
  • Polen Capital Management first reported a position in BWX Technologies in Q2 2025 and has held it in 5 quarters since.
  • Polen Capital Management's BWX Technologies position peaked at $7.8M in Q1 2026.
  • 456 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.