Position in LMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$823,796
-$159,546 QoQ
Shares Held
1,617
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,441
of 2,767 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Capital Wealth Planning, LLC holds $622,907,136 across 7 Aerospace & Defense names. LMT ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
3,145,615 | $596,817,533 | |
| 2 | EMBJ |
Embraer S.A.
|
147,423 | $9,405,587 | |
| 3 | RKLB |
Rocket Lab Corp
|
72,203 | $7,339,434 | |
| 4 | ESLT |
Elbit Systems Ltd
|
8,791 | $6,669,907 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
6,983 | $1,193,115 | |
| 6 | LMT |
Lockheed Martin Corp
This page
|
1,617 | $823,796 | |
| 7 | GE |
General Electric Co
|
1,760 | $657,764 |
All Filings in LMT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $823,796 | 1,617 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $983,342 | 1,627 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $347,933 | 716 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $211,610 | 362 | Shares | Other | 2024-11-12 | |
| 2024-03-31 | $464,422 | 1,021 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $605,075 | 1,335 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $180,791,809 | 442,077 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $245,828,187 | 533,968 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $249,111,691 | 526,964 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $236,356,301 | 485,840 | Shares | Other | 2023-02-03 | |
| 2022-09-30 | $166,514,939 | 431,062 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $110,521,647 | 257,051 | Shares | Sole | 2022-08-08 | |
| 2021-09-30 | $567,689 | 1,645 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $140,459,788 | 371,243 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $120,527,574 | 326,191 | Shares | Sole | 2021-04-19 | |
| 2020-03-31 | $467,073 | 1,378 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||