Position in LMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$508,441
+$4,985 QoQ
Shares Held
998
+19.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,751
of 2,767 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026West Family Investments, Inc. holds $7,108,702 across 11 Aerospace & Defense names. LMT ranks #7 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
4,721 | $1,764,379 | |
| 2 | RTX |
RTX Corp
|
6,207 | $1,177,654 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
2,434 | $707,296 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
1,272 | $647,842 | |
| 5 | BA |
Boeing Co
|
2,679 | $579,923 | |
| 6 | GD |
General Dynamics Corp
|
1,548 | $548,363 | |
| 7 | LMT |
Lockheed Martin Corp
This page
|
998 | $508,441 | |
| 8 | ESLT |
Elbit Systems Ltd
|
548 | $415,778 |
All Filings in LMT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,441 | 998 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $503,456 | 833 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $414,505 | 857 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $514,685 | 1,031 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $439,983 | 950 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $519,970 | 1,164 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $565,634 | 1,164 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $686,858 | 1,175 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $520,816 | 1,115 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $504,450 | 1,109 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $320,440 | 707 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $309,991 | 758 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $424,470 | 922 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $285,056 | 603 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $299,677 | 616 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $231,387 | 599 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $279,903 | 651 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $264,398 | 599 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $212,890 | 599 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $267,115 | 706 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||