VIM
BWXT icon

VELA Investment Management’s BWX Technologies BWXT Stock Holding History

VELA Investment 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 		– Sell
-5,561
Closed -$1.14M – 170
2026
Q1 		$1.14M Sell
5,561
-134
-2% -$27.2K 0.27% 109
2025
Q4 		$984K Sell
5,695
-8,006
-58% -$1.5M 0.23% 122
2025
Q3 		$2.53M Sell
13,701
-3,320
-20% -$534K 0.62% 51
2025
Q2 		$2.45M Buy
17,021
+598
+4% +$69.9K 0.66% 51
2025
Q1 		$1.62M Hold
16,423
– – 0.51% 67
2024
Q4 		$1.83M Sell
16,423
-10,908
-40% -$1.33M 0.51% 70
2024
Q3 		$2.97M Hold
27,331
– – 0.92% 34
2024
Q2 		$2.6M Buy
27,331
+3,847
+16% +$357K 0.81% 38
2024
Q1 		$2.41M Sell
23,484
-26,842
-53% -$2.4M 0.82% 38
2023
Q4 		$3.86M Buy
50,326
+12
+0% +$923 1.48% 14
2023
Q3 		$3.77M Sell
50,314
-17,703
-26% -$1.28M 1.66% 15
2023
Q2 		$4.87M Sell
68,017
-6,228
-8% -$407K 2.25% 7
2023
Q1 		$4.68M Buy
74,245
+2,007
+3% +$121K 2.13% 10
2022
Q4 		$4.2M Buy
72,238
+1,982
+3% +$114K 2.07% 11
2022
Q3 		$3.54M Buy
70,256
+35,434
+102% +$1.91M 2.01% 10
2022
Q2 		$1.92M Buy
34,822
+9,863
+40% +$513K 1.1% 29
2022
Q1 		$1.34M Buy
24,959
+2,744
+12% +$135K 0.84% 38
2021
Q4 		$1.06M Buy
+22,215
New +$1.16M 0.72% 47

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

VELA Investment Management's BWXT Position: Q2 2026 in Review

VELA Investment Management sold out of BWX Technologies (BWXT) in Q2 2026, closing a stake of 5,561 shares — an estimated $1.14M sold.

VELA Investment Management first reported a position in BWXT in Q4 2021 and held it in 18 quarters. The position peaked at $4.87M in Q2 2023. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • VELA Investment Management reported no remaining BWX Technologies position as of Q2 2026 after selling out during the quarter.
  • VELA Investment Management sold 5,561 BWX Technologies shares in Q2 2026, an estimated $1.14M.
  • VELA Investment Management first reported a position in BWX Technologies in Q4 2021 and held it in 18 quarters.
  • VELA Investment Management's BWX Technologies position peaked at $4.87M in Q2 2023.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.