Position in LMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,421,533
-$693,154 QoQ
Shares Held
6,716
-1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#738
of 2,765 holders
Holding Since
Mar 2020
26 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, 2026Avidian Wealth Enterprises, LLC holds $25,721,170 across 14 Aerospace & Defense names. LMT ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
43,799 | $8,309,984 | |
| 2 | LMT |
Lockheed Martin Corp
This page
|
6,716 | $3,421,533 | |
| 3 | GE |
General Electric Co
|
7,993 | $2,987,223 | |
| 4 | GD |
General Dynamics Corp
|
7,941 | $2,813,019 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
8,870 | $1,958,496 | |
| 6 | BA |
Boeing Co
|
7,644 | $1,654,696 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
8,185 | $1,398,489 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
1,670 | $936,218 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,421,533 | 6,716 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,114,687 | 6,808 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,001,196 | 2,070 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,073,800 | 2,151 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,011,034 | 2,183 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $970,700 | 2,173 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,065,180 | 2,192 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,257,388 | 2,151 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,042,567 | 2,232 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $993,436 | 2,184 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $967,667 | 2,135 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $951,649 | 2,327 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,126,549 | 2,447 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,974,417 | 6,292 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,994,832 | 6,156 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,182,538 | 5,650 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,409,065 | 5,603 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,354,869 | 5,335 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,062,444 | 5,803 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,754,143 | 5,083 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,909,154 | 5,046 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,915,488 | 5,184 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,825,662 | 5,143 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,937,863 | 5,056 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $1,769,132 | 4,848 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,587,302 | 4,683 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||