Position in BWXT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$320,004
+$106,312 QoQ
Shares Held
1,644
+57.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#564
of 841 holders
Holding Since
Mar 2026
2 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, 2026Keystone Financial Group holds $13,339,739 across 10 Aerospace & Defense names. BWXT ranks #9 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
29,287 | $6,339,756 | |
| 2 | GE |
General Electric Co
|
6,452 | $2,411,305 | |
| 3 | LMT |
Lockheed Martin Corp
|
3,104 | $1,581,363 | |
| 4 | RTX |
RTX Corp
|
3,683 | $698,775 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
3,242 | $553,928 | |
| 6 | RKLB |
Rocket Lab Corp
|
4,315 | $438,619 | |
| 7 | HEI |
Heico Corp
|
1,000 | $356,190 | |
| 8 | ACHR |
Archer Aviation Inc.
|
72,812 | $344,400 |
All Filings in BWXT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,004 | 1,644 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $213,692 | 1,045 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||