Position in BWXT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$607,308
+$22,058 QoQ
Shares Held
3,120
+9.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#466
of 841 holders
Holding Since
Sep 2025
3 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, 2026Whalen Wealth Management Inc. holds $5,581,436 across 6 Aerospace & Defense names. BWXT ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
11,898 | $2,257,407 | |
| 2 | GE |
General Electric Co
|
3,410 | $1,274,419 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
2,354 | $684,048 | |
| 4 | BWXT |
BWX Technologies, Inc.
This page
|
3,120 | $607,308 | |
| 5 | AXON |
Axon Enterprise, Inc.
|
896 | $502,306 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
1,498 | $255,948 |
All Filings in BWXT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $607,308 | 3,120 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $585,250 | 2,862 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $918,162 | 4,980 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||