Position in LMT
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$8,301,901
+$4,389,495 QoQ
Shares Held
13,736
+69.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $97,033,499 across 19 Aerospace & Defense names. LMT ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
210,156 | $40,539,092 | |
| 2 | GD |
General Dynamics Corp
|
43,483 | $14,924,235 | |
| 3 | BA |
Boeing Co
|
64,699 | $12,877,041 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
13,736 | $8,301,901 | |
| 5 | GE |
General Electric Co
|
21,233 | $6,025,288 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
17,164 | $3,955,615 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
2,953 | $2,014,654 | |
| 8 | HII |
Huntington Ingalls Industries, Inc.
|
3,899 | $1,481,230 |
All Filings in LMT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,301,901 | 13,736 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,912,406 | 8,089 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,183,462 | 6,377 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,084,512 | 6,660 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,469,859 | 5,529 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,698,910 | 5,554 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,376,418 | 5,776 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,866,125 | 6,136 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $3,348,752 | 7,362 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,228,275 | 9,329 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,368,101 | 10,681 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $4,934,352 | 10,718 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,044,501 | 10,671 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,264,794 | 10,822 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $7,093,056 | 18,362 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $12,842,905 | 29,870 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $13,912,045 | 31,518 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $10,497,034 | 29,535 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $10,139,383 | 29,381 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||