Sapient Capital’s BWX Technologies BWXT Stock Holding History

Sapient Capital’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	$44.2M	Sell	227,097 -3,259	-1%	-$679K	0.58%	24
2026 Q1	$47.1M	Sell	230,356 -51,955	-18%	-$10.6M	0.71%	21
2025 Q4	$49.2M	Sell	282,311 -7,187	-2%	-$1.35M	0.69%	23
2025 Q3	$52.7M	Sell	289,498 -21,172	-7%	-$3.41M	0.81%	18
2025 Q2	$44.8M	Sell	310,670 -6,488	-2%	-$758K	0.8%	23
2025 Q1	$31.3M	Sell	317,158 -3,168	-1%	-$344K	0.62%	36
2024 Q4	$35.7M	Buy	320,326 +8,413	+3%	+$1.03M	0.68%	29
2024 Q3	$33.9M	Buy	311,913 +2,358	+0.8%	+$234K	0.68%	30
2024 Q2	$29.4M	Buy	+309,555	New	+$28.7M	0.61%	33

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 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

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

Sapient Capital's BWXT Position: Q2 2026 in Review

Sapient Capital reduced its BWX Technologies (BWXT) stake by 1.4% in Q2 2026, selling an estimated $679K and leaving 227,097 shares worth $44.2M. The position accounts for 0.58% of the portfolio, ranked #24.

Sapient Capital first reported a position in BWXT in Q2 2024 and has held it in 9 quarters since. The position peaked at $52.7M in Q3 2025. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Sapient Capital held 227,097 shares of BWX Technologies worth $44.2M as of Q2 2026.
Sapient Capital sold 3,259 BWX Technologies shares in Q2 2026, an estimated $679K.
BWX Technologies made up 0.58% of Sapient Capital's portfolio in Q2 2026, its #24 holding.
Sapient Capital first reported a position in BWX Technologies in Q2 2024 and has held it in 9 quarters since.
Sapient Capital's BWX Technologies position peaked at $52.7M in Q3 2025.
852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.