CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in BWXT — BWX Technologies, Inc.
CIK 1766904
RICHMOND, VA
Position in BWXT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$21,215
+$7,108 QoQ
Shares Held
109
+58.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#726
of 841 holders
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $5,690,631 across 17 Aerospace & Defense names. BWXT ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
3,581 | $1,338,324 | |
| 2 | RTX |
RTX Corp
|
6,702 | $1,271,567 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
1,780 | $517,245 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
928 | $472,634 | |
| 5 | LMT |
Lockheed Martin Corp
|
801 | $408,072 | |
| 6 | BA |
Boeing Co
|
1,696 | $367,129 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
1,617 | $357,029 | |
| 8 | GD |
General Dynamics Corp
|
863 | $305,704 |
All Filings in BWXT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,215 | 109 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $14,107 | 69 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $8,987 | 52 | Shares | Other | 2026-02-09 | |
| 2023-09-30 | $29,992 | 400 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $28,628 | 400 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $25,216 | 400 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $23,232 | 400 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||