Position in BWXT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$322,535
-$36,753 QoQ
Shares Held
1,657
-5.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#558
of 841 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, 2026Modera Wealth Management, LLC holds $41,720,205 across 10 Aerospace & Defense names. BWXT ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
31,409 | $16,001,629 | |
| 2 | RTX |
RTX Corp
|
55,554 | $10,540,260 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
7,982 | $4,065,312 | |
| 4 | GE |
General Electric Co
|
9,865 | $3,686,846 | |
| 5 | GD |
General Dynamics Corp
|
9,673 | $3,426,563 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
5,326 | $1,177,472 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
3,883 | $1,128,360 | |
| 8 | BA |
Boeing Co
|
4,470 | $967,620 |
All Filings in BWXT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,535 | 1,657 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $359,288 | 1,757 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $290,371 | 1,680 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $307,713 | 1,669 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $236,114 | 1,639 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||