Position in BWXT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$115,816
-$5,855 QoQ
Shares Held
595
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#665
of 841 holders
Holding Since
Sep 2024
8 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, 2026HHM Wealth Advisors, LLC holds $3,695,090 across 21 Aerospace & Defense names. BWXT ranks #9 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
3,619 | $1,352,528 | |
| 2 | RTX |
RTX Corp
|
3,575 | $678,284 | |
| 3 | CW |
Curtiss Wright Corp
|
410 | $310,681 | |
| 4 | LMT |
Lockheed Martin Corp
|
559 | $284,788 | |
| 5 | GD |
General Dynamics Corp
|
797 | $282,329 | |
| 6 | TDG |
TransDigm Group INC
|
117 | $155,848 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
525 | $141,151 | |
| 8 | LUNR |
Intuitive Machines, Inc.
|
6,000 | $128,340 |
All Filings in BWXT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,816 | 595 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $121,671 | 595 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $84,691 | 490 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $84,810 | 460 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $66,267 | 460 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $38,473 | 390 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $32,303 | 290 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $21,740 | 200 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||