Position in BWXT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,134
-$328,805 QoQ
Shares Held
30
-98.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
7 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, 2026Morse Asset Management, Inc holds $20,831,978 across 17 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
22,411 | $8,375,663 | |
| 2 | BA |
Boeing Co
|
22,605 | $4,893,304 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
16,097 | $4,327,839 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
6,225 | $1,063,603 | |
| 5 | RTX |
RTX Corp
|
3,492 | $662,537 | |
| 6 | AIR |
Aar Corp
|
3,064 | $437,937 | |
| 7 | FTAI |
FTAI Aviation Ltd.
|
1,539 | $416,345 | |
| 8 | LMT |
Lockheed Martin Corp
|
530 | $270,013 |
All Filings in BWXT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,134 | 30 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $334,939 | 2,325 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $234,293 | 2,375 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $275,690 | 2,475 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $92,395 | 850 | Shares | Sole | 2024-11-20 | |
| 2021-03-31 | $527,520 | 8,000 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $687,192 | 11,400 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||