SummitTX Capital’s BWX Technologies BWXT Stock Holding History

SummitTX 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 Q1	–	Sell	-3,612	Closed	-$624K	–	783
2025 Q4	$624K	Buy	+3,612	New	+$678K	0.02%	497
2025 Q3	–	Sell	-4,700	Closed	-$677K	–	773
2025 Q2	$677K	Buy	+4,700	New	+$549K	0.03%	450

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 $3.38T AUM 44.17% 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

SummitTX Capital's BWXT Position: Q1 2026 in Review

SummitTX Capital sold out of BWX Technologies (BWXT) in Q1 2026, closing a stake of 3,612 shares — an estimated $624K sold.

SummitTX Capital first reported a position in BWXT in Q2 2025 and held it in 2 quarters. The position peaked at $677K in Q2 2025. 830 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

SummitTX Capital reported no remaining BWX Technologies position as of Q1 2026 after selling out during the quarter.
SummitTX Capital sold 3,612 BWX Technologies shares in Q1 2026, an estimated $624K.
SummitTX Capital first reported a position in BWX Technologies in Q2 2025 and held it in 2 quarters.
SummitTX Capital's BWX Technologies position peaked at $677K in Q2 2025.
830 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.