Position in BWXT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,927
-$501 QoQ
Shares Held
51
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#762
of 841 holders
Holding Since
Mar 2020
24 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, 2026Key Financial Inc holds $4,486,528 across 18 Aerospace & Defense names. BWXT ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
4,353 | $1,626,846 | |
| 2 | RTX |
RTX Corp
|
5,475 | $1,038,771 | |
| 3 | BA |
Boeing Co
|
2,036 | $440,732 | |
| 4 | LMT |
Lockheed Martin Corp
|
693 | $353,055 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
927 | $269,376 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
888 | $238,747 | |
| 7 | GD |
General Dynamics Corp
|
418 | $148,072 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
636 | $140,428 |
All Filings in BWXT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,927 | 51 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,428 | 51 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $8,814 | 51 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,481 | 46 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,626 | 46 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,537 | 46 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $44,110 | 396 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $38,697 | 356 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $33,820 | 356 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $35,917 | 350 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $26,855 | 350 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $26,243 | 350 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $25,049 | 350 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $22,064 | 350 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $20,328 | 350 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $17,629 | 350 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $19,281 | 350 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $18,851 | 350 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $16,758 | 350 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $18,851 | 350 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $20,342 | 350 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $23,079 | 350 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $21,098 | 350 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $17,048 | 350 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||