Position in LMT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$260,334
-$396,033 QoQ
Shares Held
511
-52.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,229
of 2,765 holders
Holding Since
Sep 2020
22 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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $5,683,749 across 12 Aerospace & Defense names. LMT ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
4,277 | $1,598,443 | |
| 2 | RTX |
RTX Corp
|
7,650 | $1,451,434 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
2,222 | $1,131,686 | |
| 4 | GD |
General Dynamics Corp
|
1,314 | $465,471 | |
| 5 | LMT |
Lockheed Martin Corp
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|
511 | $260,334 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
1,111 | $245,308 | |
| 7 | BA |
Boeing Co
|
1,103 | $238,766 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
533 | $154,884 |
All Filings in LMT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,334 | 511 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $656,367 | 1,086 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $525,265 | 1,086 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $542,142 | 1,086 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $490,928 | 1,060 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $495,848 | 1,110 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $560,774 | 1,154 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $674,582 | 1,154 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $539,033 | 1,154 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $536,291 | 1,179 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $496,751 | 1,096 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $212,250 | 519 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $204,408 | 444 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $205,164 | 434 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $211,136 | 434 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $157,992 | 409 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $154,355 | 359 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $158,462 | 359 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $201,872 | 568 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $184,973 | 536 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $186,904 | 494 | Shares | Sole | 2021-08-13 | |
| 2020-09-30 | $208,504 | 544 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||