Position in BWXT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$879,234
+$11,583 QoQ
Shares Held
4,517
+6.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#31
of 94 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026IAMS WEALTH MANAGEMENT, LLC holds $7,782,329 across 8 Aerospace & Defense names. BWXT ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
8,098 | $2,353,197 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
5,464 | $1,206,451 | |
| 3 | GE |
General Electric Co
|
2,535 | $947,405 | |
| 4 | BWXT |
BWX Technologies, Inc.
This page
|
4,517 | $879,234 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
3,183 | $855,781 | |
| 6 | RTX |
RTX Corp
|
3,865 | $733,306 | |
| 7 | LMT |
Lockheed Martin Corp
|
1,189 | $605,747 | |
| 8 | GD |
General Dynamics Corp
|
568 | $201,208 |
All Filings in BWXT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $879,234 | 4,517 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $867,651 | 4,243 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $753,063 | 4,357 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $835,933 | 4,534 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $797,372 | 5,535 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $596,141 | 6,043 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $497,133 | 4,463 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $399,037 | 3,671 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||