Position in LMT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$983,342
+$635,409 QoQ
Shares Held
1,627
+127.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 93.23909035033805.ToString("F0")%
Shared 0.ToString("F0")%
None 6.760909649661954.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Capital Wealth Planning, LLC holds $924,913,985 across 6 Aerospace & Defense names. LMT ranks #5 (0.1% of the industry book) .
All Filings in LMT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||