Position in LMT
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$3,356,782
+$1,238,792 QoQ
Shares Held
5,554
+26.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Western Wealth Management, LLC holds $22,637,318 across 35 Aerospace & Defense names. LMT ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
19,591 | $5,559,337 | |
| 2 | RTX |
RTX Corp
|
18,497 | $3,568,071 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
5,554 | $3,356,782 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
4,675 | $3,189,471 | |
| 5 | BA |
Boeing Co
|
10,984 | $2,186,144 | |
| 6 | BWXT |
BWX Technologies, Inc.
|
6,309 | $1,290,127 | |
| 7 | GD |
General Dynamics Corp
|
3,434 | $1,178,617 | |
| 8 | RCAT |
Red Cat Holdings, Inc.
|
36,722 | $480,690 |
All Filings in LMT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,356,782 | 5,554 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $2,117,990 | 4,379 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,165,073 | 4,337 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,010,027 | 4,340 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,945,422 | 4,355 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,751,813 | 3,605 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $2,852,068 | 4,879 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,753,493 | 3,754 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,393,266 | 3,063 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,025,076 | 4,468 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,001,041 | 4,893 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,156,880 | 4,685 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $2,190,158 | 4,633 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $2,178,988 | 4,479 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,912,626 | 7,540 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,688,969 | 6,254 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,732,266 | 6,190 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $811,045 | 2,282 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $1,357,519 | 3,588 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $913,404 | 2,472 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,237,815 | 3,487 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,759,638 | 4,591 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,747,966 | 4,790 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,484,262 | 4,379 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||