Capital Advisors Wealth Management, LLC
Position in LMT — Lockheed Martin Corp
CIK 1824700
YAKIMA, WA
Position in LMT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,002,617
-$200,119 QoQ
Shares Held
1,968
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,307
of 2,760 holders
Holding Since
Jun 2021
19 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, 2026Capital Advisors Wealth Management, LLC holds $5,271,384 across 7 Aerospace & Defense names. LMT ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKLB |
Rocket Lab Corp
|
14,219 | $1,445,361 | |
| 2 | LMT |
Lockheed Martin Corp
This page
|
1,968 | $1,002,617 | |
| 3 | GE |
General Electric Co
|
2,370 | $885,740 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
2,416 | $702,065 | |
| 5 | BA |
Boeing Co
|
2,901 | $627,979 | |
| 6 | BWXT |
BWX Technologies, Inc.
|
1,603 | $312,023 | |
| 7 | RTX |
RTX Corp
|
1,558 | $295,599 |
All Filings in LMT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,002,617 | 1,968 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,202,736 | 1,990 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $921,391 | 1,905 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $946,502 | 1,896 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $792,895 | 1,712 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $678,999 | 1,520 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $696,352 | 1,433 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $809,615 | 1,385 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $644,598 | 1,380 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $471,245 | 1,036 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $535,729 | 1,182 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $499,749 | 1,222 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $494,448 | 1,074 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $486,911 | 1,030 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $504,976 | 1,038 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $433,417 | 1,122 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $329,779 | 767 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $276,316 | 626 | Shares | Sole | 2022-05-09 | |
| 2021-06-30 | $223,226 | 590 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||