Position in LMT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$379,038
-$204,198 QoQ
Shares Held
744
-22.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,973
of 2,767 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026West Branch Capital LLC holds $8,459,630 across 10 Aerospace & Defense names. LMT ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
10,948 | $4,091,596 | |
| 2 | MOG-A |
Moog Inc.
|
6,849 | $2,902,880 | |
| 3 | RTX |
RTX Corp
|
2,804 | $532,002 | |
| 4 | ATRO |
Astronics Corp
|
5,700 | $463,182 | |
| 5 | LMT |
Lockheed Martin Corp
This page
|
744 | $379,038 | |
| 6 | GD |
General Dynamics Corp
|
252 | $89,268 | |
| 7 | ACHR |
Archer Aviation Inc.
|
132 | $624 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
2 | $581 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,038 | 744 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $583,236 | 965 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $466,741 | 965 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $526,167 | 1,054 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $500,191 | 1,080 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $565,981 | 1,267 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $981,112 | 2,019 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,134,046 | 1,940 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $905,239 | 1,938 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $893,819 | 1,965 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $892,882 | 1,970 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $792,973 | 1,939 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $904,186 | 1,964 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $928,441 | 1,964 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $979,304 | 2,013 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $777,601 | 2,013 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $865,509 | 2,013 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $866,468 | 1,963 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $715,084 | 2,012 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $747,141 | 2,165 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $826,316 | 2,184 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $806,618 | 2,183 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $839,172 | 2,364 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,326,532 | 3,461 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,508,944 | 4,135 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,830,668 | 5,401 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||