HERITAGE INVESTORS MANAGEMENT CORP
Position in BWXT — BWX Technologies, Inc.
CIK 937589
BETHESDA, MD
Position in BWXT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$387,742
-$19,602 QoQ
Shares Held
1,992
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#526
of 841 holders
Holding Since
Sep 2024
8 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, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $116,506,277 across 10 Aerospace & Defense names. BWXT ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
232,580 | $44,127,403 | |
| 2 | BA |
Boeing Co
|
105,903 | $22,924,822 | |
| 3 | LMT |
Lockheed Martin Corp
|
28,396 | $14,466,626 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
27,881 | $8,101,939 | |
| 5 | GE |
General Electric Co
|
20,425 | $7,633,435 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
33,650 | $7,439,342 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
26,728 | $7,186,090 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
7,165 | $4,016,770 |
All Filings in BWXT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,742 | 1,992 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $407,344 | 1,992 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $344,297 | 1,992 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $367,265 | 1,992 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $303,102 | 2,104 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $207,559 | 2,104 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $234,364 | 2,104 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $228,704 | 2,104 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||