Position in LMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$437,626
-$34,313 QoQ
Shares Held
859
-15.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,860
of 2,765 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Financial Gravity Companies, Inc. holds $4,115,409 across 8 Aerospace & Defense names. LMT ranks #2 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
14,241 | $3,082,749 | |
| 2 | LMT |
Lockheed Martin Corp
This page
|
859 | $437,626 | |
| 3 | GE |
General Electric Co
|
853 | $318,791 | |
| 4 | RTX |
RTX Corp
|
1,009 | $191,437 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
260 | $44,423 | |
| 6 | BAESY |
Bae Systems PLC /Fi/
|
372 | $36,437 | |
| 7 | GD |
General Dynamics Corp
|
11 | $3,896 | |
| 8 | CAE |
Cae Inc
|
2 | $50 |
All Filings in LMT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,626 | 859 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $471,939 | 1,019 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $441,719 | 909 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $593,912 | 1,016 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||