Position in BWXT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,362
-$69 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#812
of 841 holders
Holding Since
Dec 2025
3 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, 2026Winch Advisory Services, LLC holds $5,596,400 across 15 Aerospace & Defense names. BWXT ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
11,758 | $2,230,845 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
2,199 | $1,119,972 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,731 | $881,875 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
3,518 | $777,759 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
1,747 | $298,492 | |
| 6 | BA |
Boeing Co
|
527 | $114,079 | |
| 7 | TDG |
TransDigm Group INC
|
52 | $69,266 | |
| 8 | GD |
General Dynamics Corp
|
130 | $46,051 |
All Filings in BWXT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,362 | 7 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,431 | 7 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,209 | 7 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||