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IFP Advisors, Inc

Position in BWXT — BWX Technologies, Inc.

CIK 1641866 TAMPA, FL

Position in BWXT

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$475,335
-$7,874 QoQ
Shares Held
2,442
+3.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#499
of 841 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BWXT Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

IFP Advisors, Inc holds $51,855,534 across 60 Aerospace & Defense names. BWXT ranks #15 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in BWXT

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $475,335 2,442
2026-03-31 $483,209 2,363
2025-12-31 $426,050 2,465
2025-09-30 $469,590 2,547
2025-06-30 $309,584 2,149
2025-03-31 $324,755 3,292
2024-12-31 $371,931 3,339
2024-09-30 $353,927 3,256
2024-06-30 $334,970 3,526
2024-03-31 $374,870 3,653
2023-12-31 $282,136 3,677
2023-09-30 $280,350 3,739
2023-06-30 $272,967 3,814
2023-03-31 $164,786 2,614
2022-12-31 $29 416
2022-09-30 $24,076 478
2022-06-30 $25,837 469
2022-03-31 $6,894 128
2021-12-31 $4,883 102
2021-09-30 $6,086 113
2021-06-30 $5,928 102
2021-03-31 $39,695 602
2020-12-31 $36,288 602
2020-09-30 $33,898 602
2020-06-30 $34,097 602
2020-03-31 $29,323 602