Position in LMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,362,805
-$308,333 QoQ
Shares Held
2,675
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,156
of 2,767 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026First Western Trust Bank holds $37,860,360 across 7 Aerospace & Defense names. LMT ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WWD |
Woodward, Inc.
|
59,158 | $25,168,179 | |
| 2 | GE |
General Electric Co
|
9,581 | $3,580,707 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
10,312 | $2,996,563 | |
| 4 | RTX |
RTX Corp
|
11,130 | $2,111,694 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
8,574 | $1,893,138 | |
| 6 | LMT |
Lockheed Martin Corp
This page
|
2,675 | $1,362,805 | |
| 7 | TDG |
TransDigm Group INC
|
561 | $747,274 |
All Filings in LMT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,362,805 | 2,675 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,671,138 | 2,765 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,249,319 | 2,583 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,389,301 | 2,783 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,298,181 | 2,803 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,252,128 | 2,803 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,418,944 | 2,920 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,703,992 | 2,915 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,198,111 | 2,565 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,178,113 | 2,590 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,167,546 | 2,576 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,090,287 | 2,666 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,227,373 | 2,666 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,352,480 | 2,861 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,371,415 | 2,819 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,052,253 | 2,724 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,402,099 | 3,261 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,401,886 | 3,176 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||