Westwood Holdings Group’s BWX Technologies BWXT Stock Holding History

Westwood Holdings Group’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	$18M	Sell	87,830 -6,457	-7%	-$1.31M	0.13%	203
2025 Q4	$16.3M	Buy	94,287 +8,342	+10%	+$1.56M	0.13%	199
2025 Q3	$15.8M	Sell	85,945 -568,700	-87%	-$91.5M	0.11%	204
2025 Q2	$94.3M	Sell	654,645 -303,918	-32%	-$35.5M	0.68%	41
2025 Q1	$94.6M	Buy	958,563 +705,648	+279%	+$76.6M	0.71%	36
2024 Q4	$28.2M	Sell	252,915 -8,371	-3%	-$1.02M	0.22%	146
2024 Q3	$28.4M	Buy	261,286 +165,728	+173%	+$16.5M	0.12%	184
2024 Q2	$9.08M	Buy	+95,558	New	+$8.86M	0.04%	250

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

Westwood Holdings Group's BWXT Position: Q1 2026 in Review

Westwood Holdings Group reduced its BWX Technologies (BWXT) stake by 6.8% in Q1 2026, selling an estimated $1.31M and leaving 87,830 shares worth $18M. The position accounts for 0.13% of the portfolio, ranked #203.

Westwood Holdings Group first reported a position in BWXT in Q2 2024 and has held it in 8 quarters since. The position peaked at $94.6M in Q1 2025. 823 funds tracked by Wall St. Rank hold BWXT as of Q1 2026.

Westwood Holdings Group held 87,830 shares of BWX Technologies worth $18M as of Q1 2026.
Westwood Holdings Group sold 6,457 BWX Technologies shares in Q1 2026, an estimated $1.31M.
BWX Technologies made up 0.13% of Westwood Holdings Group's portfolio in Q1 2026, its #203 holding.
Westwood Holdings Group first reported a position in BWX Technologies in Q2 2024 and has held it in 8 quarters since.
Westwood Holdings Group's BWX Technologies position peaked at $94.6M in Q1 2025.
823 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.