Position in LMT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$16,075,500
-$3,380,418 QoQ
Shares Held
31,554
-2.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
2.91%
of 13F equity value
Holder Rank
#283
of 2,765 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Westchester Capital Management, Inc. holds $18,316,613 across 2 Aerospace & Defense names. LMT ranks #1 (87.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
31,554 | $16,075,500 | |
| 2 | BA |
Boeing Co
|
10,353 | $2,241,113 |
All Filings in LMT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,075,500 | 31,554 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $19,455,918 | 32,191 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,612,383 | 32,279 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,045,607 | 32,142 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $14,947,380 | 32,274 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $14,303,207 | 32,019 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $15,070,943 | 31,014 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $18,534,643 | 31,707 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $14,935,522 | 31,975 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $14,493,522 | 31,863 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $14,424,363 | 31,825 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $13,011,471 | 31,816 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $14,317,357 | 31,099 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,842,776 | 31,398 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $15,990,926 | 32,870 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $12,997,499 | 33,647 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $13,848,581 | 32,209 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $14,244,860 | 32,272 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $11,539,096 | 32,467 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $11,412,111 | 33,069 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $12,418,960 | 32,824 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $11,985,841 | 32,438 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $11,523,360 | 32,462 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $12,207,851 | 31,851 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $11,585,480 | 31,748 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $10,472,199 | 30,896 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||