Position in BWXT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$724,292
+$92,827 QoQ
Shares Held
3,721
+20.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#437
of 841 holders
Holding Since
Sep 2021
4 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, 2026Herold Advisors, Inc. holds $8,387,680 across 8 Aerospace & Defense names. BWXT ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
5,158 | $1,927,699 | |
| 2 | RTX |
RTX Corp
|
10,040 | $1,904,889 | |
| 3 | BA |
Boeing Co
|
7,901 | $1,710,329 | |
| 4 | LMT |
Lockheed Martin Corp
|
3,174 | $1,617,026 | |
| 5 | BWXT |
BWX Technologies, Inc.
This page
|
3,721 | $724,292 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
400 | $224,244 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
1,205 | $205,886 | |
| 8 | ACHR |
Archer Aviation Inc.
|
15,500 | $73,315 |
All Filings in BWXT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $724,292 | 3,721 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $631,465 | 3,088 | Shares | Sole | 2026-05-15 | |
| 2022-03-31 | $47,666 | 885 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $47,666 | 885 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||