Sowell Financial Services LLC

Position in BWXT — BWX Technologies, Inc.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in BWXT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$875,925

+$65,736 QoQ

Shares Held

4,500

+13.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#420

of 841 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Sowell Financial Services LLC holds $37,673,937 across 20 Aerospace & Defense names. BWXT ranks #10 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	32,447	$7,023,802
2	WWD	Woodward, Inc.	12,514	$5,323,956
3	GE	General Electric Co	13,158	$4,917,539
4	AXON	Axon Enterprise, Inc.	8,133	$4,559,441
5	RTX	RTX Corp	23,282	$4,417,293
6	LMT	Lockheed Martin Corp	6,909	$3,519,859
7	GD	General Dynamics Corp	3,492	$1,237,006
8	NOC	Northrop Grumman Corp /De/	2,319	$1,181,089

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$875,925	4,500	+13.6%	Shares	Sole	2026-07-20
2026-03-31	$810,189	3,962	-8.1%	Shares	Sole	2026-04-20
2025-12-31	$744,940	4,310	+4.7%	Shares	Sole	2026-01-21
2025-09-30	$759,051	4,117	+23.1%	Shares	Sole	2025-10-17
2025-06-30	$481,880	3,345	-28.3%	Shares	Sole	2025-07-14
2025-03-31	$460,399	4,667	+156.9%	Shares	Sole	2025-04-17
2021-03-31	$119,812	1,817	+808.5%	Shares	Sole	2021-05-07
2020-12-31	$12,056	200	-53.5%	Shares	Sole	2021-01-13
2020-09-30	$24,213	430	-20.1%	Shares	Sole	2020-11-12
2020-06-30	$30,472	538	-56.4%	Shares	Sole	2020-08-13
2020-03-31	$60,059	1,233	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.