Position in LMT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,551,795
-$1,356,574 QoQ
Shares Held
16,786
+2.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#433
of 2,760 holders
Holding Since
Mar 2020
26 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, 2026Avantax Planning Partners, Inc. holds $20,002,960 across 12 Aerospace & Defense names. LMT ranks #1 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
16,786 | $8,551,795 | |
| 2 | SPCE |
Virgin Galactic Holdings, Inc
|
867,718 | $2,507,705 | |
| 3 | GE |
General Electric Co
|
6,498 | $2,428,497 | |
| 4 | RTX |
RTX Corp
|
9,364 | $1,776,631 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
3,182 | $855,512 | |
| 6 | BA |
Boeing Co
|
3,923 | $849,211 | |
| 7 | GD |
General Dynamics Corp
|
2,180 | $772,243 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
3,490 | $596,301 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,551,795 | 16,786 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,908,369 | 16,394 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,319,353 | 19,268 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,646,734 | 19,324 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,884,656 | 12,706 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,616,931 | 12,574 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,707,365 | 11,745 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,669,829 | 11,410 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,819,192 | 14,599 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,548,308 | 14,396 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,452,782 | 7,618 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,213,198 | 7,857 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,270,999 | 7,105 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,358,273 | 7,104 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,131,273 | 8,492 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,347,589 | 8,666 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,259,183 | 9,906 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $4,038,810 | 9,150 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,855,008 | 8,033 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,712,486 | 7,860 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $3,205,759 | 8,473 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,152,337 | 5,825 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,718,436 | 7,658 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,871,894 | 10,102 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $3,433,897 | 9,410 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $2,687,195 | 7,928 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||