Position in BWXT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$306,573
+$30,512 QoQ
Shares Held
1,575
+16.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#569
of 841 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Lido Advisors, LLC holds $300,569,454 across 29 Aerospace & Defense names. BWXT ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
371,723 | $70,527,004 | |
| 2 | GE |
General Electric Co
|
132,695 | $49,592,100 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
118,459 | $34,423,000 | |
| 4 | GD |
General Dynamics Corp
|
77,906 | $27,597,420 | |
| 5 | LMT |
Lockheed Martin Corp
|
49,622 | $25,280,422 | |
| 6 | KRMN |
Karman Holdings Inc.
|
416,123 | $20,772,860 | |
| 7 | BA |
Boeing Co
|
60,199 | $13,031,275 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
44,559 | $11,980,131 |
All Filings in BWXT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,573 | 1,575 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $276,061 | 1,350 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $251,827 | 1,457 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $264,202 | 1,433 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||