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Yousif Capital Management’s BWX Technologies BWXT Stock Holding History

Yousif Capital 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 		$4.18M Sell
21,451
-1,576
-7% -$328K 0.05% 364
2026
Q1 		$4.71M Sell
23,027
-1,468
-6% -$298K 0.06% 316
2025
Q4 		$5.05M Sell
24,495
-444
-2% -$83.3K 0.06% 316
2025
Q3 		$4.6M Sell
24,939
-2,047
-8% -$329K 0.05% 347
2025
Q2 		$3.89M Sell
26,986
-534
-2% -$62.4K 0.04% 412
2025
Q1 		$2.71M Sell
27,520
-742
-3% -$80.5K 0.03% 547
2024
Q4 		$3.15M Sell
28,262
-1,344
-5% -$164K 0.03% 497
2024
Q3 		$3.22M Sell
29,606
-4,594
-13% -$456K 0.03% 502
2024
Q2 		$3.25M Sell
34,200
-3,246
-9% -$301K 0.04% 497
2024
Q1 		$3.84M Sell
37,446
-950
-2% -$85K 0.04% 455
2023
Q4 		$2.95M Sell
38,396
-525
-1% -$40.4K 0.03% 578
2023
Q3 		$2.92M Sell
38,921
-2,255
-5% -$163K 0.04% 545
2023
Q2 		$2.95M Buy
+41,176
New +$2.69M 0.04% 563

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 $3.38T AUM 44.17% 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

Yousif Capital Management's BWXT Position: Q2 2026 in Review

Yousif Capital Management reduced its BWX Technologies (BWXT) stake by 6.8% in Q2 2026, selling an estimated $328K and leaving 21,451 shares worth $4.18M. The position accounts for 0.05% of the portfolio, ranked #364.

Yousif Capital Management first reported a position in BWXT in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.05M in Q4 2025. 855 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Yousif Capital Management held 21,451 shares of BWX Technologies worth $4.18M as of Q2 2026.
  • Yousif Capital Management sold 1,576 BWX Technologies shares in Q2 2026, an estimated $328K.
  • BWX Technologies made up 0.05% of Yousif Capital Management's portfolio in Q2 2026, its #364 holding.
  • Yousif Capital Management first reported a position in BWX Technologies in Q2 2023 and has held it in 13 quarters since.
  • Yousif Capital Management's BWX Technologies position peaked at $5.05M in Q4 2025.
  • 855 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.