TwinBeech Capital’s BWX Technologies BWXT Stock Holding History

TwinBeech 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	$1.08M	Buy	+5,545	New	+$1.15M	0.2%	149
2026 Q1	–	Sell	-1,992	Closed	-$344K	–	591
2025 Q4	$344K	Buy	+1,992	New	+$374K	0.02%	459
2025 Q2	–	Sell	-2,584	Closed	-$255K	–	669
2025 Q1	$255K	Sell	2,584 -99,498	-97%	-$10.8M	﹤0.01%	634
2024 Q4	$11.4M	Buy	102,082 +61,112	+149%	+$7.47M	0.19%	149
2024 Q3	$4.45M	Buy	+40,970	New	+$4.07M	0.09%	273
2024 Q2	–	Sell	-34,123	Closed	-$3.5M	–	551
2024 Q1	$3.5M	Sell	34,123 -159,317	-82%	-$14.3M	0.07%	264
2023 Q4	$14.8M	Buy	+193,440	New	+$14.9M	0.24%	126
2021 Q3	–	Sell	-13,299	Closed	-$773K	–	587
2021 Q2	$773K	Buy	+13,299	New	+$855K	0.09%	248
2020 Q3	–	Sell	-15,818	Closed	-$896K	–	438
2020 Q2	$896K	Buy	+15,818	New	+$884K	0.2%	157

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

TwinBeech Capital's BWXT Position: Q2 2026 in Review

TwinBeech Capital opened a new position in BWX Technologies (BWXT) in Q2 2026: 5,545 shares worth $1.08M. The stake represents 0.2% of the portfolio and ranks #149 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in BWXT as recently as Q4 2025.

TwinBeech Capital first reported a position in BWXT in Q2 2020 and has held it in 9 quarters since. The position peaked at $14.8M in Q4 2023. 852 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

TwinBeech Capital held 5,545 shares of BWX Technologies worth $1.08M as of Q2 2026.
BWX Technologies was a new TwinBeech Capital position in Q2 2026.
BWX Technologies made up 0.2% of TwinBeech Capital's portfolio in Q2 2026, its #149 holding.
TwinBeech Capital first reported a position in BWX Technologies in Q2 2020 and has held it in 9 quarters since.
TwinBeech Capital's BWX Technologies position peaked at $14.8M in Q4 2023.
852 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.