Steward Partners Investment Advisory, LLC
Position in BWXT — BWX Technologies, Inc.
CIK 1723397
STAMFORD, CT
Position in BWXT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,910,186
-$471,450 QoQ
Shares Held
40,638
-0.9% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#167
of 841 holders
Holding Since
Mar 2020
22 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, 2026Steward Partners Investment Advisory, LLC holds $280,991,169 across 62 Aerospace & Defense names. BWXT ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
254,898 | $48,361,797 | |
| 2 | GE |
General Electric Co
|
103,502 | $38,681,802 | |
| 3 | SPCX |
Space Exploration Technologies Corp
|
184,679 | $31,554,253 | |
| 4 | LMT |
Lockheed Martin Corp
|
61,588 | $31,376,622 | |
| 5 | BA |
Boeing Co
|
111,049 | $24,038,777 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
59,839 | $17,388,615 | |
| 7 | GD |
General Dynamics Corp
|
44,663 | $15,821,421 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
24,006 | $13,458,003 |
All Filings in BWXT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,910,186 | 40,638 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,381,636 | 40,988 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,536,981 | 37,821 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,701,480 | 36,348 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,210,218 | 36,167 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,503,273 | 45,649 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,596,731 | 41,267 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,492,422 | 32,129 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $113,525 | 1,195 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $87,432 | 852 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,675 | 87 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,873 | 65 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $1,211 | 22 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $11,364 | 211 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $10,102 | 211 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $14,326 | 266 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $15,459 | 266 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $17,540 | 266 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $12,719 | 211 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,881 | 211 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $11,951 | 211 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $10,277 | 211 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||