MORGAN STANLEY

Position in BWXT — BWX Technologies, Inc.

CIK 895421 NEW YORK, NY

Back to BWXT Full portfolio

Position in BWXT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$154,423,430

-$45,533,839 QoQ

Shares Held

793,339

-18.9% QoQ

Ownership

0.866%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#23

of 841 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 53% Shared 0% None 47%

Common Shares in BWXT Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

MORGAN STANLEY holds $33,539,480,268 across 85 Aerospace & Defense names. BWXT ranks #21 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	30,933,048	$5,868,927,187
2	GE	General Electric Co	14,612,934	$5,461,291,815
3	LMT	Lockheed Martin Corp	5,706,408	$2,907,186,612
4	BA	Boeing Co	10,816,366	$2,341,418,742
5	SPCX	Space Exploration Technologies Corp	13,532,773	$2,312,209,587
6	HONA	Honeywell Aerospace Inc.	9,286,812	$2,053,128,386
7	NOC	Northrop Grumman Corp /De/	3,562,274	$1,814,301,761
8	HWM	Howmet Aerospace Inc.	6,100,788	$1,640,257,853

All Filings in BWXT

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$154,423,430	793,339	-18.9%	Shares	Defined	2026-08-13
2026-03-31	$199,957,269	977,834	-1.5%	Shares	Defined	2026-05-15
2025-12-31	$171,524,165	992,387	+9.1%	Shares	Defined	2026-05-27
2025-09-30	$167,761,762	909,919	-9.8%	Shares	Defined	2026-05-27
2025-06-30	$145,377,423	1,009,145	+13.1%	Shares	Defined	2025-08-15
2025-03-31	$88,037,918	892,427	-1.7%	Shares	Defined	2025-05-15
2024-12-31	$101,149,355	908,065	+21.8%	Shares	Defined	2025-05-15
2024-09-30	$81,048,780	745,619	+0.2%	Shares	Defined	2025-05-14
2024-06-30	$70,689,310	744,098	-11.6%	Shares	Defined	2025-05-14
2024-03-31	$86,367,859	841,628	-5.4%	Shares	Defined	2024-10-17
2023-12-31	$68,273,197	889,785	+12.1%	Shares	Defined	2024-08-16
2023-09-30	$59,494,750	793,475	-2.6%	Shares	Defined	2023-11-15
2023-06-30	$58,331,551	815,028	+15.0%	Shares	Defined	2023-08-14
2023-03-31	$44,693,148	708,965	-6.2%	Shares	Defined	2023-05-15
2022-12-31	$43,897,150	755,805	+10.2%	Shares	Defined	2023-02-14
2022-09-30	$34,532,360	685,574	+5.5%	Shares	Defined	2022-11-14
2022-06-30	$35,793,952	649,736	+126.0%	Shares	Defined	2022-10-27
2022-03-31	$15,486,147	287,526	-12.3%	Shares	Defined	2022-10-27
2021-12-31	$15,696,353	327,827	+71.1%	Shares	Defined	2022-02-14
2021-09-30	$10,316,772	191,548	+9.5%	Shares	Defined	2021-11-15
2021-06-30	$10,165,012	174,897	+57.5%	Shares	Defined	2021-08-23
2021-03-31	$7,322,765	111,052	-20.7%	Shares	Defined	2021-05-17
2020-12-31	$8,445,226	140,100	+59.2%	Shares	Defined	2021-02-16
2020-09-30	$4,955,334	88,001	-6.2%	Shares	Defined	2020-11-13
2020-06-30	$5,314,020	93,821	-3.6%	Shares	Defined	2020-08-14
2020-03-31	$4,742,890	97,370	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.