Golden State Wealth Management, LLC
Position in BWXT — BWX Technologies, Inc.
CIK 1776033
SANTA ANA, CA
Position in BWXT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$603,415
-$852 QoQ
Shares Held
3,100
+4.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#180
of 411 holders
Holding Since
Dec 2024
7 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, 2026Golden State Wealth Management, LLC holds $13,719,250 across 27 Aerospace & Defense names. BWXT ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
26,263 | $4,982,878 | |
| 2 | BA |
Boeing Co
|
8,642 | $1,870,733 | |
| 3 | LMT |
Lockheed Martin Corp
|
2,834 | $1,443,809 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
6,632 | $1,133,143 | |
| 5 | GE |
General Electric Co
|
2,140 | $799,782 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
1,114 | $624,519 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,190 | $606,078 | |
| 8 | BWXT |
BWX Technologies, Inc.
This page
|
3,100 | $603,415 |
All Filings in BWXT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,415 | 3,100 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $604,267 | 2,955 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $560,865 | 3,245 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $630,545 | 3,420 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $551,029 | 3,825 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $381,282 | 3,865 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $398,219 | 3,575 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||