Position in BWXT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$48,467
-$3,064 QoQ
Shares Held
249
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 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, 2026Investors Portfolio Services LLC holds $481,135 across 19 Aerospace & Defense names. BWXT ranks #5 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
696 | $150,663 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
295 | $85,724 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
376 | $83,126 | |
| 4 | LMT |
Lockheed Martin Corp
|
109 | $55,531 | |
| 5 | BWXT |
BWX Technologies, Inc.
This page
|
249 | $48,467 | |
| 6 | RTX |
RTX Corp
|
165 | $31,305 | |
| 7 | GD |
General Dynamics Corp
|
23 | $8,147 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
10 | $5,606 |
All Filings in BWXT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,467 | 249 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||