Position in LMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,303,267
-$451,542 QoQ
Shares Held
4,521
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#899
of 2,765 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 2%
None 1%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Evercore Wealth Management, LLC holds $28,475,097 across 14 Aerospace & Defense names. LMT ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
55,024 | $10,439,703 | |
| 2 | GE |
General Electric Co
|
10,784 | $4,030,303 | |
| 3 | BA |
Boeing Co
|
10,955 | $2,371,428 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
4,521 | $2,303,267 | |
| 5 | VOYG |
Voyager Technologies, Inc./TX
|
63,672 | $2,053,422 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
8,295 | $1,833,858 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
4,357 | $1,266,099 | |
| 8 | GD |
General Dynamics Corp
|
3,200 | $1,133,568 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,303,267 | 4,521 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,754,809 | 4,558 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,204,567 | 4,558 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,293,869 | 4,595 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,157,305 | 4,658 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,953,015 | 4,372 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,125,986 | 4,375 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,545,758 | 4,355 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,034,220 | 4,355 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,998,697 | 4,394 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,252,602 | 4,970 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,919,248 | 4,693 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,149,053 | 4,668 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,027,066 | 4,288 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,187,744 | 4,497 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,751,052 | 4,533 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,931,380 | 4,492 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,004,838 | 4,542 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,578,730 | 4,442 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,541,215 | 4,466 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,723,762 | 4,556 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,759,928 | 4,763 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,148,338 | 6,052 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,325,359 | 6,067 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,883,231 | 7,901 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,711,938 | 8,001 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||