Position in BWXT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,766,282
-$240,699 QoQ
Shares Held
19,349
-1.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#258
of 841 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Creative Planning holds $889,929,260 across 54 Aerospace & Defense names. BWXT ranks #29 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
360,728 | $134,814,874 | |
| 2 | RTX |
RTX Corp
|
691,086 | $131,119,746 | |
| 3 | LMT |
Lockheed Martin Corp
|
187,302 | $95,422,876 | |
| 4 | BA |
Boeing Co
|
429,686 | $93,014,127 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
103,891 | $52,912,724 | |
| 6 | GD |
General Dynamics Corp
|
118,949 | $42,136,493 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
169,880 | $37,557,069 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
117,985 | $34,285,260 |
All Filings in BWXT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,766,282 | 19,349 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,006,981 | 19,595 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,309,315 | 13,361 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,276,600 | 12,348 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,630,038 | 11,315 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $745,498 | 7,557 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $844,558 | 7,582 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $746,985 | 6,872 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $695,780 | 7,324 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $521,514 | 5,082 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $363,776 | 4,741 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $315,514 | 4,208 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $283,058 | 3,955 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $312,930 | 4,964 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $290,806 | 5,007 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $216,540 | 4,299 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $200,251 | 3,718 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $501,671 | 7,608 | Shares | Sole | 2021-04-30 | |
| 2020-09-30 | $233,968 | 4,155 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $206,736 | 3,650 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||