Legacy Wealth Asset Management, LLC
Position in BWXT — BWX Technologies, Inc.
CIK 1846151
WOODBURY, MN
Position in BWXT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,017,435
-$77,199 QoQ
Shares Held
5,227
-2.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#399
of 840 holders
Holding Since
Dec 2020
23 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, 2026Legacy Wealth Asset Management, LLC holds $12,299,182 across 14 Aerospace & Defense names. BWXT ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CW |
Curtiss Wright Corp
|
3,300 | $2,500,608 | |
| 2 | EMBJ |
Embraer S.A.
|
20,848 | $1,330,102 | |
| 3 | BA |
Boeing Co
|
5,494 | $1,189,286 | |
| 4 | RTX |
RTX Corp
|
5,591 | $1,060,780 | |
| 5 | BWXT |
BWX Technologies, Inc.
This page
|
5,227 | $1,017,435 | |
| 6 | CAE |
Cae Inc
|
30,783 | $771,421 | |
| 7 | GD |
General Dynamics Corp
|
2,170 | $768,700 | |
| 8 | LMT |
Lockheed Martin Corp
|
1,497 | $762,661 |
All Filings in BWXT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,017,435 | 5,227 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,094,634 | 5,353 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $923,656 | 5,344 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,452,098 | 7,876 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,157,666 | 8,036 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $804,490 | 8,155 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $935,230 | 8,396 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $930,254 | 8,558 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $814,245 | 8,571 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $722,855 | 7,044 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $540,179 | 7,040 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $446,580 | 5,956 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $399,718 | 5,585 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $343,378 | 5,447 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $265,309 | 4,568 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $230,493 | 4,576 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $324,590 | 5,892 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $315,134 | 5,851 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $277,033 | 5,786 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $353,106 | 6,556 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $379,930 | 6,537 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $504,836 | 7,656 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $463,251 | 7,685 | Shares | Sole | 2021-03-25 | |
| No filing history on record for this holder in this stock. | ||||||