HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Position in BWXT — BWX Technologies, Inc.
CIK 2026645
NEW LONDON, NH
Position in BWXT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,060
-$2,710 QoQ
Shares Held
26
-31.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#785
of 841 holders
Holding Since
Dec 2024
7 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, 2026HAGER INVESTMENT MANAGEMENT SERVICES, LLC holds $2,899,822 across 14 Aerospace & Defense names. BWXT ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
9,370 | $1,777,770 | |
| 2 | CW |
Curtiss Wright Corp
|
651 | $493,301 | |
| 3 | LMT |
Lockheed Martin Corp
|
704 | $358,659 | |
| 4 | GD |
General Dynamics Corp
|
271 | $95,999 | |
| 5 | GE |
General Electric Co
|
178 | $66,523 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
125 | $27,600 | |
| 7 | ESLT |
Elbit Systems Ltd
|
29 | $22,002 | |
| 8 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
312 | $15,556 |
All Filings in BWXT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,060 | 26 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,770 | 38 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,567 | 38 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $7,006 | 38 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,643 | 60 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,919 | 60 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,683 | 60 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||