Legacy Capital Wealth Partners, LLC
Position in LMT — Lockheed Martin Corp
CIK 1766228
LITTLE ROCK, AR
Position in LMT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$586,388
-$187,231 QoQ
Shares Held
1,151
-10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,658
of 2,767 holders
Holding Since
Dec 2020
14 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, 2026Legacy Capital Wealth Partners, LLC holds $3,116,236 across 8 Aerospace & Defense names. LMT ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
3,691 | $700,293 | |
| 2 | LMT |
Lockheed Martin Corp
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|
1,151 | $586,388 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
1,530 | $444,602 | |
| 4 | HEI |
Heico Corp
|
1,620 | $417,814 | |
| 5 | GD |
General Dynamics Corp
|
937 | $331,922 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
1,918 | $327,709 | |
| 7 | GE |
General Electric Co
|
643 | $240,308 | |
| 8 | MNTS |
Momentus Inc.
|
10,000 | $67,200 |
All Filings in LMT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $586,388 | 1,151 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $773,619 | 1,280 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $734,694 | 1,519 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $778,767 | 1,560 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $637,743 | 1,377 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $611,545 | 1,369 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $734,255 | 1,511 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,035,840 | 1,772 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $876,279 | 1,876 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,806,288 | 3,971 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $669,435 | 1,477 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $588,902 | 1,440 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $651,894 | 1,379 | Shares | Sole | 2023-05-10 | |
| 2020-12-31 | $105,429 | 297 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||