Position in LMT
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$42,307
+$8,292 QoQ
Shares Held
70
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 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, 2026CAPITAL & PLANNING, LLC holds $3,298,023 across 4 Aerospace & Defense names. LMT ranks #2 (1.3% of the industry book) .
All Filings in LMT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,307 | 70 | Shares | Sole | 2026-05-18 | |
| 2024-12-31 | $34,015 | 70 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||