Richard Bernstein Advisors’s BWX Technologies BWXT Stock Holding History

Richard Bernstein Advisors’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	$2.95M	Buy	+14,428	New	+$2.93M	0.09%	42
2019 Q1	–	Sell	-31,791	Closed	-$1.22M	–	266
2018 Q4	$1.22M	Hold	31,791	–	–	0.04%	274
2018 Q3	$1.99M	Hold	31,791	–	–	0.06%	279
2018 Q2	$1.98M	Buy	+31,791	New	+$2.11M	0.06%	252
2015 Q1	–	Sell	-188,042	Closed	-$4.08M	–	265
2014 Q4	$4.08M	Hold	188,042	–	–	0.42%	96
2014 Q3	$3.73M	Buy	188,042 +5,518	+3%	+$119K	0.39%	102
2014 Q2	$4.24M	Hold	182,524	–	–	0.5%	83
2014 Q1	$4.33M	Buy	182,524 +58,823	+48%	+$1.42M	0.62%	60
2013 Q4	$3.02M	Buy	123,701 +104,388	+541%	+$2.45M	0.61%	43
2013 Q3	$466K	Hold	19,313	–	–	0.14%	207
2013 Q2	$415K	Buy	+19,313	New	+$393K	0.14%	205

Other funds holding BWXT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Richard Bernstein Advisors's BWXT Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in BWX Technologies (BWXT) in Q1 2026: 14,428 shares worth $2.95M. The stake represents 0.09% of the portfolio and ranks #42 among its holdings. This is a return to the name: Richard Bernstein Advisors previously reported a position in BWXT as recently as Q4 2018.

Richard Bernstein Advisors first reported a position in BWXT in Q2 2013 and has held it in 11 quarters since. The position peaked at $4.33M in Q1 2014. 830 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

Richard Bernstein Advisors held 14,428 shares of BWX Technologies worth $2.95M as of Q1 2026.
BWX Technologies was a new Richard Bernstein Advisors position in Q1 2026.
BWX Technologies made up 0.09% of Richard Bernstein Advisors's portfolio in Q1 2026, its #42 holding.
Richard Bernstein Advisors first reported a position in BWX Technologies in Q2 2013 and has held it in 11 quarters since.
Richard Bernstein Advisors's BWX Technologies position peaked at $4.33M in Q1 2014.
830 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.