HARBOR INVESTMENT ADVISORY, LLC BWXT BWX TECHNOLOGIES INC COM

Ownership history in HARBOR INVESTMENT ADVISORY, LLC  ·  3 quarters on record

AI Ownership Summary

HARBOR INVESTMENT ADVISORY, LLC reported BWX TECHNOLOGIES INC COM (BWXT) in 3 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows BWXT at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BWXT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR INVESTMENT ADVISORY, LLC's position in BWX TECHNOLOGIES INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BWXT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HARBOR INVESTMENT ADVISORY, LLC held BWXT — position size vs. price
% of Fund (quarterly)    BWXT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 645 +585 +975.0% 0.01% $126K 2026-07-07 $186.08
2026 Q1 ADDED 60 +41 +215.8% 0.00% $12K 2026-04-23 $225.21
2024 Q1 INITIATED 19 0.00% $2K 2024-04-12 $92.92

FAQ About HARBOR INVESTMENT ADVISORY, LLC and BWXT

These are the practical questions this page is built to answer before you even open the full history table.

How long has HARBOR INVESTMENT ADVISORY, LLC reported owning BWXT?

HARBOR INVESTMENT ADVISORY, LLC reported BWXT across 3 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BWXT position in HARBOR INVESTMENT ADVISORY, LLC's portfolio?

The largest reported portfolio weight for BWXT was 0.01% in 2026 Q2.

What is the latest reported BWXT position on this page?

The most recent filing on this page is 2026 Q2, when HARBOR INVESTMENT ADVISORY, LLC reported 645 shares, equal to 0.01% of portfolio, with an estimated market value of $126K.

What does the chart on this BWXT ownership page compare?

The chart compares HARBOR INVESTMENT ADVISORY, LLC's quarterly BWXT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to HARBOR INVESTMENT ADVISORY, LLC Holdings