Position in BWXT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$276,792
-$7,244 QoQ
Shares Held
1,422
+2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#580
of 842 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Essex Financial Services, Inc. holds $39,082,093 across 13 Aerospace & Defense names. BWXT ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
71,156 | $13,500,427 | |
| 2 | GE |
General Electric Co
|
31,397 | $11,734,000 | |
| 3 | GD |
General Dynamics Corp
|
13,509 | $4,785,428 | |
| 4 | LMT |
Lockheed Martin Corp
|
7,100 | $3,617,166 | |
| 5 | BA |
Boeing Co
|
7,006 | $1,516,588 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
5,800 | $1,282,264 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,084 | $552,092 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
1,861 | $540,787 |
All Filings in BWXT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,792 | 1,422 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $284,036 | 1,389 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $273,087 | 1,580 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $256,643 | 1,392 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $238,707 | 1,657 | Shares | Defined | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||