WCM Investment Management
BWXT icon

WCM Investment Management’s BWX Technologies BWXT Stock Holding History

WCM 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 		$4.63M Buy
24,484
+6,969
+40% +$1.45M 0.01% 180
2026
Q1 		$3.36M Sell
17,515
-21
-0.1% -$4.26K 0.01% 199
2025
Q4 		$3.06M Buy
+17,536
New +$3.29M 0.01% 191
2020
Q1 		– Sell
-81,899
Closed -$5.08M – 184
2019
Q4 		$5.08M Buy
81,899
+59,219
+261% +$3.52M 0.03% 102
2019
Q3 		$1.3M Buy
+22,680
New +$1.27M 0.01% 114

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

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

WCM Investment Management increased its BWX Technologies (BWXT) stake by 40% in Q2 2026, buying an estimated $1.45M and bringing the position to 24,484 shares worth $4.63M. The position accounts for 0.01% of the portfolio, ranked #180.

WCM Investment Management first reported a position in BWXT in Q3 2019 and has held it in 5 quarters since. The position peaked at $5.08M in Q4 2019. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • WCM Investment Management held 24,484 shares of BWX Technologies worth $4.63M as of Q2 2026.
  • WCM Investment Management bought 6,969 BWX Technologies shares in Q2 2026, an estimated $1.45M.
  • BWX Technologies made up 0.01% of WCM Investment Management's portfolio in Q2 2026, its #180 holding.
  • WCM Investment Management first reported a position in BWX Technologies in Q3 2019 and has held it in 5 quarters since.
  • WCM Investment Management's BWX Technologies position peaked at $5.08M in Q4 2019.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

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