Capstone Wealth Management Group LLC

Position in LMT — Lockheed Martin Corp

CIK 2059649 Bend, OR

Position in LMT

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$1,015,375

+$203,294 QoQ

Shares Held

1,680

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

Capstone Wealth Management Group LLC holds $1,965,510 across 3 Aerospace & Defense names. LMT ranks #1 (51.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	1,680	$1,015,375
2	AXON	Axon Enterprise, Inc.	1,541	$654,447
3	GE	General Electric Co	1,042	$295,688

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,015,375	1,680	+0.1%	Shares	Sole	2026-04-16
2025-12-31	$812,081	1,679	+0.1%	Shares	Sole	2026-01-09
2025-09-30	$837,674	1,678	+0.1%	Shares	Sole	2025-11-14
2025-06-30	$776,685	1,677	+0.1%	Shares	Sole	2025-07-15
2025-03-31	$748,685	1,676	-4.5%	Shares	Sole	2025-05-13
2024-12-31	$852,824	1,755	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.