Yorktown Management & Research Company’s BWX Technologies BWXT Stock Holding History

Yorktown Management & Research Company’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	$915K	Hold	4,700	–	–	0.56%	47
2026 Q1	$961K	Hold	4,700	–	–	0.8%	24
2025 Q4	$812K	Hold	4,700	–	–	0.65%	31
2025 Q3	$867K	Hold	4,700	–	–	0.69%	28
2025 Q2	$677K	Hold	4,700	–	–	0.65%	36
2025 Q1	$464K	Hold	4,700	–	–	0.5%	70
2024 Q4	$524K	Hold	4,700	–	–	0.5%	76
2024 Q3	$511K	Buy	+4,700	New	+$467K	0.52%	69
2014 Q1	–	Sell	-8,388	Closed	-$205K	–	455
2013 Q4	$205K	Hold	8,388	–	–	0.04%	386
2013 Q3	$202K	Buy	+8,388	New	+$190K	0.04%	335

Other funds holding BWXT

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Yorktown Management & Research Company's BWXT Position: Q2 2026 in Review

Yorktown Management & Research Company held its BWX Technologies (BWXT) position steady in Q2 2026 at 4,700 shares worth $915K. The position accounts for 0.56% of the portfolio, ranked #47.

Yorktown Management & Research Company first reported a position in BWXT in Q3 2013 and has held it in 10 quarters since. The position peaked at $961K in Q1 2026. 296 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

Yorktown Management & Research Company held 4,700 shares of BWX Technologies worth $915K as of Q2 2026.
Yorktown Management & Research Company left its BWX Technologies share count unchanged in Q2 2026.
BWX Technologies made up 0.56% of Yorktown Management & Research Company's portfolio in Q2 2026, its #47 holding.
Yorktown Management & Research Company first reported a position in BWX Technologies in Q3 2013 and has held it in 10 quarters since.
Yorktown Management & Research Company's BWX Technologies position peaked at $961K in Q1 2026.
296 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.