Position in BWXT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$51,531
+$8,667 QoQ
Shares Held
252
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Investors Portfolio Services LLC holds $457,833 across 15 Aerospace & Defense names. BWXT ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
778 | $154,845 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
345 | $119,076 | |
| 3 | LMT |
Lockheed Martin Corp
|
109 | $65,878 | |
| 4 | BWXT |
BWX Technologies, Inc.
This page
|
252 | $51,531 | |
| 5 | RTX |
RTX Corp
|
165 | $31,828 | |
| 6 | GE |
General Electric Co
|
67 | $19,012 | |
| 7 | GD |
General Dynamics Corp
|
23 | $7,894 | |
| 8 | MOG-A |
Moog Inc.
|
9 | $2,633 |
All Filings in BWXT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,531 | 252 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $42,864 | 248 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||