Position in LMT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$939,444
-$408,345 QoQ
Shares Held
1,844
-17.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#175
of 438 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $21,519,817 across 15 Aerospace & Defense names. LMT ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
34,930 | $7,561,297 | |
| 2 | RTX |
RTX Corp
|
21,553 | $4,089,250 | |
| 3 | GE |
General Electric Co
|
8,449 | $3,157,644 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
4,307 | $1,251,571 | |
| 5 | LMT |
Lockheed Martin Corp
This page
|
1,844 | $939,444 | |
| 6 | GD |
General Dynamics Corp
|
2,486 | $880,640 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,509 | $768,548 | |
| 8 | TDG |
TransDigm Group INC
|
485 | $646,039 |
All Filings in LMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $939,444 | 1,844 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,347,789 | 2,230 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,297,686 | 2,683 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,343,374 | 2,691 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,818,750 | 3,927 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $5,099,940 | 10,495 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $7,308,753 | 12,503 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $7,493,685 | 16,043 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $7,875,164 | 17,313 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $7,188,386 | 15,860 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $7,080,324 | 17,313 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $7,405,672 | 16,086 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $7,619,462 | 16,118 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $7,737,623 | 15,905 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $6,181,797 | 16,003 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $3,400,551 | 7,909 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $4,085,597 | 9,256 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $5,723,167 | 16,103 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $5,510,556 | 15,968 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $5,051,350 | 13,351 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $5,239,509 | 14,180 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $3,411,356 | 9,610 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $3,618,544 | 9,441 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $3,126,267 | 8,567 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $2,619,404 | 7,728 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||