Position in BWXT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$24,915
-$1,873 QoQ
Shares Held
128
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#714
of 841 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $3,896,472 across 31 Aerospace & Defense names. BWXT ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
4,058 | $878,435 | |
| 2 | RTX |
RTX Corp
|
3,772 | $715,661 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
1,186 | $604,041 | |
| 4 | GE |
General Electric Co
|
1,238 | $462,677 | |
| 5 | GD |
General Dynamics Corp
|
1,162 | $411,626 | |
| 6 | LMT |
Lockheed Martin Corp
|
580 | $295,486 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
573 | $154,056 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
411 | $119,432 |
All Filings in BWXT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,915 | 128 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $26,788 | 131 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $22,469 | 130 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $20,465 | 111 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $15,846 | 110 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $10,950 | 111 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $12,252 | 110 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,957 | 110 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $10,355 | 109 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $11,185 | 109 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,593 | 112 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,172 | 109 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $7,801 | 109 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,997 | 111 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $6,446 | 111 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,591 | 111 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $6,776 | 123 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,224 | 97 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $622 | 13 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||