Position in BWXT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$23,941
+$23,423 QoQ
Shares Held
123
+4000.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#719
of 841 holders
Holding Since
Dec 2021
4 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, 2026Concord Wealth Partners holds $8,438,914 across 30 Aerospace & Defense names. BWXT ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
9,999 | $5,094,090 | |
| 2 | RTX |
RTX Corp
|
12,909 | $2,449,224 | |
| 3 | GE |
General Electric Co
|
763 | $285,155 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
714 | $157,651 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
444 | $129,021 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
503 | $85,942 | |
| 7 | BA |
Boeing Co
|
287 | $62,126 | |
| 8 | PKE |
Park Aerospace Corp
|
910 | $34,725 |
All Filings in BWXT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,941 | 123 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $518 | 3 | Shares | Sole | 2026-01-29 | |
| 2022-03-31 | $1,238 | 23 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $766 | 16 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||