CBIZ Investment Advisory Services, LLC
Position in BWXT — BWX Technologies, Inc.
CIK 1795934
INDEPENDENCE, OH
Position in BWXT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,679
-$590 QoQ
Shares Held
60
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#755
of 841 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $153,705 across 9 Aerospace & Defense names. BWXT ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
106 | $54,002 | |
| 2 | RTX |
RTX Corp
|
276 | $52,365 | |
| 3 | GE |
General Electric Co
|
69 | $25,787 | |
| 4 | BWXT |
BWX Technologies, Inc.
This page
|
60 | $11,679 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
13 | $3,495 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
4 | $2,037 | |
| 7 | TXT |
Textron Inc
|
21 | $1,926 | |
| 8 | TDG |
TransDigm Group INC
|
1 | $1,332 |
All Filings in BWXT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,679 | 60 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $12,269 | 60 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,370 | 60 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,062 | 60 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $31,116 | 216 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $30,186 | 271 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $21,196 | 195 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $17,480 | 184 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $22,884 | 223 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||