Texas Capital Bank Wealth Management Services Inc
BankPosition in LMT — Lockheed Martin Corp
CIK 1802655
Dallas, TX
Position in LMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$503,346
-$56,319 QoQ
Shares Held
988
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,759
of 2,765 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 10%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Texas Capital Bank Wealth Management Services Inc holds $6,846,418 across 9 Aerospace & Defense names. LMT ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
11,707 | $2,221,168 | |
| 2 | GE |
General Electric Co
|
3,134 | $1,171,269 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
3,706 | $819,322 | |
| 4 | BA |
Boeing Co
|
3,311 | $716,731 | |
| 5 | LMT |
Lockheed Martin Corp
This page
|
988 | $503,346 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
1,669 | $484,994 | |
| 7 | GD |
General Dynamics Corp
|
920 | $325,900 | |
| 8 | TDG |
TransDigm Group INC
|
228 | $303,705 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,346 | 988 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $559,665 | 926 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $216,200 | 447 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $244,612 | 490 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $571,514 | 1,234 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $558,834 | 1,251 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $474,763 | 977 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $569,361 | 974 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $491,856 | 1,053 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $435,765 | 958 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,594,036 | 16,755 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,073,372 | 17,296 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,893,566 | 21,490 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,289,913 | 21,767 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $11,217,486 | 23,058 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $9,499,257 | 24,591 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $11,310,957 | 26,307 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $14,187,478 | 32,142 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $10,762,525 | 30,282 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $10,474,130 | 30,351 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $7,307,451 | 19,314 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $6,409,716 | 17,347 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,552,639 | 10,008 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,061,257 | 7,987 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,549,696 | 6,987 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,724,577 | 5,088 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||