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Triasima Portfolio Management’s BWX Technologies BWXT Stock Holding History

Triasima Portfolio 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
Q2 		$1.51M Buy
7,744
+5,110
+194% +$1.06M 0.2% 92
2026
Q1 		$539K Buy
2,634
+1,136
+76% +$231K 0.08% 117
2025
Q4 		$259K Hold
1,498
– – 0.04% 134
2025
Q3 		$276K Buy
+1,498
New +$241K 0.04% 139

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Triasima Portfolio Management's BWXT Position: Q2 2026 in Review

Triasima Portfolio Management increased its BWX Technologies (BWXT) stake by 194% in Q2 2026, buying an estimated $1.06M and bringing the position to 7,744 shares worth $1.51M. The position accounts for 0.2% of the portfolio, ranked #92.

Triasima Portfolio Management first reported a position in BWXT in Q3 2025 and has held it in 4 quarters since. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Triasima Portfolio Management held 7,744 shares of BWX Technologies worth $1.51M as of Q2 2026.
  • Triasima Portfolio Management bought 5,110 BWX Technologies shares in Q2 2026, an estimated $1.06M.
  • BWX Technologies made up 0.2% of Triasima Portfolio Management's portfolio in Q2 2026, its #92 holding.
  • Triasima Portfolio Management first reported a position in BWX Technologies in Q3 2025 and has held it in 4 quarters since.
  • 852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Triasima Portfolio Management's 13F filing for Q2 2026, filed 21 Jul 2026.