Copeland Capital Management, LLC
Position in BWXT — BWX Technologies, Inc.
CIK 1541743
Conshohocken, PA
Position in BWXT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$10,418,151
+$1,338,694 QoQ
Shares Held
50,947
-3.0% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 45%
Shared 49%
None 6%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Copeland Capital Management, LLC holds $85,267,550 across 5 Aerospace & Defense names. BWXT ranks #2 (12.2% of the industry book) .
All Filings in BWXT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,418,151 | 50,947 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,079,457 | 52,531 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $20,857,408 | 113,128 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $80,672,734 | 559,994 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $68,861,349 | 698,037 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $79,860,613 | 716,946 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $77,369,724 | 711,773 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $67,074,750 | 706,050 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $81,949,047 | 798,568 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $76,037,203 | 990,971 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $76,290,423 | 1,017,477 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $78,158,447 | 1,092,056 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $66,697,075 | 1,058,012 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $57,608,620 | 991,884 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $43,550,958 | 864,621 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $47,239,068 | 857,489 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $46,400,497 | 861,502 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $40,382,470 | 843,410 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $45,327,605 | 841,582 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $47,720,239 | 821,064 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $54,516,751 | 826,763 | Shares | Defined | 2022-01-18 | |
| 2020-12-31 | $44,872,190 | 744,396 | Shares | Sole | 2022-01-18 | |
| 2020-09-30 | $43,057,102 | 764,644 | Shares | Defined | 2022-01-18 | |
| 2020-06-30 | $38,278,161 | 675,815 | Shares | Sole | 2022-01-18 | |
| 2020-03-31 | $33,403,758 | 685,768 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||