Position in LMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$687,771
-$128,155 QoQ
Shares Held
1,350
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,561
of 2,765 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026WBH ADVISORY INC holds $5,275,986 across 8 Aerospace & Defense names. LMT ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
6,374 | $1,209,339 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
1,754 | $893,329 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
3,114 | $688,443 | |
| 4 | LMT |
Lockheed Martin Corp
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|
1,350 | $687,771 | |
| 5 | GE |
General Electric Co
|
1,770 | $661,502 | |
| 6 | GD |
General Dynamics Corp
|
1,231 | $436,069 | |
| 7 | BA |
Boeing Co
|
1,973 | $427,095 | |
| 8 | TXT |
Textron Inc
|
2,970 | $272,438 |
All Filings in LMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687,771 | 1,350 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $815,926 | 1,350 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $652,954 | 1,350 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $686,413 | 1,375 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $636,817 | 1,375 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $614,226 | 1,375 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $692,950 | 1,426 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $823,645 | 1,409 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $669,354 | 1,433 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $670,023 | 1,473 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $673,061 | 1,485 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $614,257 | 1,502 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $680,441 | 1,478 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $698,694 | 1,478 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $570,936 | 1,478 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $635,480 | 1,478 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $652,389 | 1,478 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $543,066 | 1,528 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $527,312 | 1,528 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $578,118 | 1,528 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $599,698 | 1,623 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $612,695 | 1,726 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $661,541 | 1,726 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $646,638 | 1,772 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $574,181 | 1,694 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||