Position in LMT
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$331,810
+$71,596 QoQ
Shares Held
549
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 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 Mar 31, 2026TCFG WEALTH MANAGEMENT, LLC holds $2,231,159 across 6 Aerospace & Defense names. LMT ranks #4 (14.9% of the industry book) .
All Filings in LMT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $331,810 | 549 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $260,214 | 538 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $265,579 | 532 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $246,390 | 532 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $258,645 | 579 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $215,702 | 369 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||