BALDWIN WEALTH PARTNERS LLC/MA

Position in BWXT — BWX Technologies, Inc.

CIK 1021258 Marion, MA

Position in BWXT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$720,205

-$36,408 QoQ

Shares Held

3,700

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#439

of 841 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

BALDWIN WEALTH PARTNERS LLC/MA holds $5,654,892 across 5 Aerospace & Defense names. BWXT ranks #2 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TDG	TransDigm Group INC	2,971	$3,957,490
2	BWXT	BWX Technologies, Inc. This page	3,700	$720,205
3	GE	General Electric Co	1,226	$458,192
4	RTX	RTX Corp	1,675	$317,797
5	GD	General Dynamics Corp	568	$201,208

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$720,205	3,700	0.0%	Shares	Sole	2026-07-14
2026-03-31	$756,613	3,700	0.0%	Shares	Sole	2026-04-14
2025-12-31	$639,508	3,700	-21.3%	Shares	Sole	2026-01-07
2025-09-30	$866,539	4,700	+64.9%	Shares	Sole	2025-10-14
2025-06-30	$410,571	2,850	—	Shares	Sole	2025-07-24
No filing history on record for this holder in this stock.