BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in BWXT — BWX Technologies, Inc.
CIK 1352860
BLUE BELL, PA
Position in BWXT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$16,350
+$4,286 QoQ
Shares Held
84
+42.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#740
of 841 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $1,231,573 across 9 Aerospace & Defense names. BWXT ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VSEC |
Vse Corp
|
1,978 | $451,973 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
1,534 | $262,099 | |
| 3 | RTX |
RTX Corp
|
1,114 | $211,359 | |
| 4 | GE |
General Electric Co
|
345 | $128,936 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
205 | $59,570 | |
| 6 | BA |
Boeing Co
|
238 | $51,519 | |
| 7 | LMT |
Lockheed Martin Corp
|
81 | $41,266 | |
| 8 | BWXT |
BWX Technologies, Inc.
This page
|
84 | $16,350 |
All Filings in BWXT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,350 | 84 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $12,064 | 59 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $345 | 2 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $368 | 2 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,923 | 55 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||