Carolina Wealth Advisors, LLC
Position in BWXT — BWX Technologies, Inc.
CIK 1786411
MYRTLE BEACH, SC
Position in BWXT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$21,800
-$1,102 QoQ
Shares Held
112
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#723
of 840 holders
Holding Since
Mar 2024
10 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, 2026Carolina Wealth Advisors, LLC holds $2,176,279 across 8 Aerospace & Defense names. BWXT ranks #3 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
4,046 | $2,061,275 | |
| 2 | RTX |
RTX Corp
|
170 | $32,254 | |
| 3 | BWXT |
BWX Technologies, Inc.
This page
|
112 | $21,800 | |
| 4 | GD |
General Dynamics Corp
|
40 | $14,169 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
52 | $13,980 | |
| 6 | GE |
General Electric Co
|
32 | $11,959 | |
| 7 | TDG |
TransDigm Group INC
|
8 | $10,656 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
20 | $10,186 |
All Filings in BWXT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,800 | 112 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $22,902 | 112 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $19,358 | 112 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $20,649 | 112 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $8,931 | 62 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $6,116 | 62 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,906 | 62 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $6,739 | 62 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,890 | 62 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $6,362 | 62 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||