Williams Jones Wealth Management, LLC.
Position in BWXT — BWX Technologies, Inc.
CIK 1788587
New York, NY
Position in BWXT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$984,345
-$49,760 QoQ
Shares Held
5,057
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#408
of 841 holders
Holding Since
Mar 2020
25 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, 2026Williams Jones Wealth Management, LLC. holds $58,379,305 across 14 Aerospace & Defense names. BWXT ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
126,115 | $23,927,798 | |
| 2 | GE |
General Electric Co
|
32,601 | $12,183,971 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
35,805 | $7,915,769 | |
| 4 | LMT |
Lockheed Martin Corp
|
7,110 | $3,622,260 | |
| 5 | BA |
Boeing Co
|
14,759 | $3,194,880 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
8,365 | $2,430,785 | |
| 7 | AVAV |
AeroVironment Inc
|
8,501 | $1,403,260 | |
| 8 | BWXT |
BWX Technologies, Inc.
This page
|
5,057 | $984,345 |
All Filings in BWXT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $984,345 | 5,057 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,034,105 | 5,057 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $874,051 | 5,057 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $932,359 | 5,057 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $728,511 | 5,057 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $498,873 | 5,057 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $563,299 | 5,057 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $549,695 | 5,057 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $480,415 | 5,057 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $518,949 | 5,057 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $388,023 | 5,057 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $379,173 | 5,057 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $361,929 | 5,057 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $318,793 | 5,057 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $293,710 | 5,057 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $254,721 | 5,057 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $278,590 | 5,057 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $215,440 | 4,000 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $215,440 | 4,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $290,600 | 5,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $329,700 | 5,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $307,428 | 5,100 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $287,181 | 5,100 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $288,864 | 5,100 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $248,421 | 5,100 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||