Position in BWXT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$11,873,455
+$1,327,088 QoQ
Shares Held
60,999
+18.3% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#138
of 841 holders
Holding Since
Sep 2023
11 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, 2026Sequoia Financial Advisors, LLC holds $328,054,908 across 31 Aerospace & Defense names. BWXT ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
601,888 | $114,196,210 | |
| 2 | GE |
General Electric Co
|
88,294 | $32,998,116 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
109,349 | $24,144,259 | |
| 4 | GD |
General Dynamics Corp
|
55,163 | $19,540,941 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
66,606 | $19,355,037 | |
| 6 | BA |
Boeing Co
|
64,409 | $13,942,616 | |
| 7 | BWXT |
BWX Technologies, Inc.
This page
|
60,999 | $11,873,455 | |
| 8 | LMT |
Lockheed Martin Corp
|
22,606 | $11,516,852 |
All Filings in BWXT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,873,455 | 60,999 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $10,546,367 | 51,574 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,902,988 | 51,510 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,072,478 | 49,208 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,685,680 | 46,409 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,273,715 | 43,322 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $3,930,918 | 36,163 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,250,235 | 34,213 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,338,023 | 32,528 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,586,184 | 33,705 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $234,387 | 3,126 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||