Pinnacle Wealth Planning Services, Inc.
Position in BWXT — BWX Technologies, Inc.
CIK 1726752
MANSFIELD, OH
Position in BWXT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$21,800
-$898 QoQ
Shares Held
112
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#724
of 841 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $11,113,408 across 43 Aerospace & Defense names. BWXT ranks #25 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
6,627 | $2,476,708 | |
| 2 | RTX |
RTX Corp
|
7,795 | $1,478,945 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
4,554 | $1,224,388 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
7,121 | $1,216,694 | |
| 5 | BA |
Boeing Co
|
3,828 | $828,647 | |
| 6 | GD |
General Dynamics Corp
|
2,057 | $728,671 | |
| 7 | TDG |
TransDigm Group INC
|
333 | $443,569 | |
| 8 | HEI |
Heico Corp
|
1,335 | $350,795 |
All Filings in BWXT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,800 | 112 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $22,698 | 111 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $18,321 | 106 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $9,343 | 155 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||