Western Financial Corp/CA

Position in LMT — Lockheed Martin Corp

CIK 1954480 SAN DIEGO, CA

Position in LMT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$4,067,528

+$459,925 QoQ

Shares Held

7,984

+33.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#670

of 2,776 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Industrials · as of Jun 30, 2026

Western Financial Corp/CA holds $12,079,010 across 5 Aerospace & Defense names. LMT ranks #1 (33.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	7,984	$4,067,528
2	GE	General Electric Co	10,397	$3,885,670
3	HWM	Howmet Aerospace Inc.	6,028	$1,620,688
4	RTX	RTX Corp	7,229	$1,371,558
5	TDG	TransDigm Group INC	851	$1,133,566

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,067,528	7,984	+33.8%	Shares	Sole	2026-07-22
2026-03-31	$3,607,603	5,969	—	Shares	Sole	2026-04-23
No filing history on record for this holder in this stock.