Position in LMT
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$4,380,013
+$977,879 QoQ
Shares Held
7,247
+3.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Spire Wealth Management holds $22,157,104 across 32 Aerospace & Defense names. LMT ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWXT |
BWX Technologies, Inc.
|
24,899 | $5,091,595 | |
| 2 | LMT |
Lockheed Martin Corp
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|
7,247 | $4,380,013 | |
| 3 | GE |
General Electric Co
|
8,831 | $2,505,972 | |
| 4 | RTX |
RTX Corp
|
11,275 | $2,174,947 | |
| 5 | BA |
Boeing Co
|
9,645 | $1,919,644 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
6,752 | $1,556,065 | |
| 7 | GD |
General Dynamics Corp
|
3,016 | $1,035,151 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
2,203 | $760,365 |
All Filings in LMT
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,380,013 | 7,247 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,402,134 | 7,034 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,574,925 | 5,158 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,422,222 | 5,230 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,068,371 | 11,346 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,564,013 | 11,450 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,340,137 | 10,846 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,155,788 | 8,897 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,310,802 | 9,477 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,656,134 | 10,273 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,333,749 | 10,597 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,387,366 | 11,702 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,749,814 | 12,163 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,566,681 | 9,387 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $7,212,806 | 18,672 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $12,955,984 | 30,133 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $16,605,026 | 37,619 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $5,105,109 | 14,364 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $5,693,804 | 16,499 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $6,555,292 | 17,326 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $6,651,739 | 18,002 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||