Position in LMT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$432,531
-$74,552 QoQ
Shares Held
849
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,869
of 2,765 holders
Holding Since
Jun 2022
16 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 Jun 30, 2026West Wealth Group, LLC holds $4,112,628 across 7 Aerospace & Defense names. LMT ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
7,871 | $1,703,835 | |
| 2 | RKLB |
Rocket Lab Corp
|
5,829 | $592,517 | |
| 3 | SPCX |
Space Exploration Technologies Corp
|
2,724 | $465,422 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
849 | $432,531 | |
| 5 | GE |
General Electric Co
|
973 | $363,639 | |
| 6 | RTX |
RTX Corp
|
1,831 | $347,395 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
407 | $207,289 |
All Filings in LMT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,531 | 849 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $507,083 | 839 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $401,446 | 830 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $416,840 | 835 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $391,816 | 846 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $364,515 | 816 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $415,478 | 855 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $496,876 | 850 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $395,166 | 846 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $347,520 | 764 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $353,073 | 779 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $310,809 | 760 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $349,428 | 759 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $356,438 | 754 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $225,731 | 464 | Shares | Sole | 2023-01-23 | |
| 2022-06-30 | $227,018 | 528 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||