Position in BWXT
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$5,091,595
+$498,027 QoQ
Shares Held
24,899
-6.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
5 quarters on record
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Spire Wealth Management holds $22,157,104 across 32 Aerospace & Defense names. BWXT ranks #1 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWXT |
BWX Technologies, Inc.
This page
|
24,899 | $5,091,595 | |
| 2 | LMT |
Lockheed Martin Corp
|
7,247 | $4,380,013 | |
| 3 | GE |
General Electric Co
|
8,831 | $2,505,972 | |
| 4 | RTX |
RTX Corp
|
11,275 | $2,174,947 | |
| 5 | BA |
Boeing Co
|
9,645 | $1,919,644 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
6,752 | $1,556,065 | |
| 7 | GD |
General Dynamics Corp
|
3,016 | $1,035,151 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
2,203 | $760,365 |
All Filings in BWXT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,091,595 | 24,899 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,593,568 | 26,577 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,176,740 | 28,078 | Shares | Sole | 2025-10-23 | |
| 2021-12-31 | $2,537 | 53 | Shares | Sole | 2022-01-14 | |
| 2021-03-31 | $3,494 | 53 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||