Position in BWXT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$516,017
+$18,084 QoQ
Shares Held
2,651
+8.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#482
of 841 holders
Holding Since
Dec 2025
3 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, 2026F/m Investments LLC holds $35,226,682 across 11 Aerospace & Defense names. BWXT ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOC |
Northrop Grumman Corp /De/
|
24,869 | $12,666,030 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
34,366 | $7,597,635 | |
| 3 | RTX |
RTX Corp
|
35,091 | $6,657,815 | |
| 4 | LMT |
Lockheed Martin Corp
|
9,107 | $4,639,652 | |
| 5 | MRCY |
Mercury Systems Inc
|
5,973 | $730,677 | |
| 6 | AVAV |
AeroVironment Inc
|
3,420 | $564,539 | |
| 7 | GE |
General Electric Co
|
1,471 | $549,756 | |
| 8 | BWXT |
BWX Technologies, Inc.
This page
|
2,651 | $516,017 |
All Filings in BWXT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,017 | 2,651 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $497,933 | 2,435 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $332,198 | 1,922 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||