Susquehanna Fundamental Investments’s BWX Technologies BWXT Stock Holding History

Susquehanna Fundamental Investments’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	$4.66M	Buy	+22,783	New	+$4.63M	0.17%	132
2025 Q4	–	Sell	-4,963	Closed	-$915K	–	579
2025 Q3	$915K	Sell	4,963 -36,613	-88%	-$5.89M	0.04%	347
2025 Q2	$5.99M	Sell	41,576 -78,265	-65%	-$9.14M	0.16%	172
2025 Q1	$11.8M	Sell	119,841 -6,463	-5%	-$701K	0.17%	151
2024 Q4	$14.1M	Buy	+126,304	New	+$15.4M	0.2%	129
2024 Q2	$7.42M	Buy	78,089 +68,889	+749%	+$6.39M	0.17%	163
2024 Q1	$944K	Buy	+9,200	New	+$823K	0.04%	356
2023 Q1	–	Sell	-36,494	Closed	-$2.12M	–	966
2022 Q4	$2.12M	Sell	36,494 -14,937	-29%	-$858K	0.04%	466
2022 Q3	$2.59M	Buy	+51,431	New	+$2.78M	0.04%	503
2022 Q1	$4.29M	Buy	+79,727	New	+$3.92M	0.08%	333
2021 Q4	–	Sell	-10,060	Closed	-$542K	–	1467
2021 Q3	$542K	Sell	10,060 -62,389	-86%	-$3.51M	0.01%	1163
2021 Q2	$4.21M	Sell	72,449 -6,772	-9%	-$436K	0.08%	356
2021 Q1	$5.22M	Sell	79,221 -1,700	-2%	-$102K	0.09%	311
2020 Q4	$4.88M	Hold	80,921	–	–	0.09%	322
2020 Q3	$4.56M	Buy	+80,921	New	+$4.54M	0.14%	210

Other funds holding BWXT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Susquehanna Fundamental Investments's BWXT Position: Q1 2026 in Review

Susquehanna Fundamental Investments opened a new position in BWX Technologies (BWXT) in Q1 2026: 22,783 shares worth $4.66M. The stake represents 0.17% of the portfolio and ranks #132 among its holdings. This is a return to the name: Susquehanna Fundamental Investments previously reported a position in BWXT as recently as Q3 2025.

Susquehanna Fundamental Investments first reported a position in BWXT in Q3 2020 and has held it in 15 quarters since. The position peaked at $14.1M in Q4 2024. 824 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

Susquehanna Fundamental Investments held 22,783 shares of BWX Technologies worth $4.66M as of Q1 2026.
BWX Technologies was a new Susquehanna Fundamental Investments position in Q1 2026.
BWX Technologies made up 0.17% of Susquehanna Fundamental Investments's portfolio in Q1 2026, its #132 holding.
Susquehanna Fundamental Investments first reported a position in BWX Technologies in Q3 2020 and has held it in 15 quarters since.
Susquehanna Fundamental Investments's BWX Technologies position peaked at $14.1M in Q4 2024.
824 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.