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Golden State Wealth Management’s BWX Technologies BWXT Stock Holding History

Golden State Wealth Management’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$603K Buy
3,100
+145
+5% +$30.2K 0.06% 257
2026
Q1 		$604K Sell
2,955
-290
-9% -$58.9K 0.07% 220
2025
Q4 		$561K Sell
3,245
-175
-5% -$32.8K 0.06% 231
2025
Q3 		$631K Sell
3,420
-405
-11% -$65.2K 0.07% 211
2025
Q2 		$551K Sell
3,825
-40
-1% -$4.67K 0.07% 211
2025
Q1 		$381K Buy
3,865
+290
+8% +$31.5K 0.06% 251
2024
Q4 		$398K Buy
+3,575
New +$437K 0.06% 226

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Golden State Wealth Management's BWXT Position: Q2 2026 in Review

Golden State Wealth Management increased its BWX Technologies (BWXT) stake by 4.9% in Q2 2026, buying an estimated $30.2K and bringing the position to 3,100 shares worth $603K. The position accounts for 0.06% of the portfolio, ranked #257.

Golden State Wealth Management first reported a position in BWXT in Q4 2024 and has held it in 7 quarters since. The position peaked at $631K in Q3 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Golden State Wealth Management held 3,100 shares of BWX Technologies worth $603K as of Q2 2026.
  • Golden State Wealth Management bought 145 BWX Technologies shares in Q2 2026, an estimated $30.2K.
  • BWX Technologies made up 0.06% of Golden State Wealth Management's portfolio in Q2 2026, its #257 holding.
  • Golden State Wealth Management first reported a position in BWX Technologies in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's BWX Technologies position peaked at $631K in Q3 2025.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.