Position in LMT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$295,486
-$61,104 QoQ
Shares Held
580
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,140
of 2,760 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $3,896,472 across 31 Aerospace & Defense names. LMT ranks #6 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
4,058 | $878,435 | |
| 2 | RTX |
RTX Corp
|
3,772 | $715,661 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
1,186 | $604,041 | |
| 4 | GE |
General Electric Co
|
1,238 | $462,677 | |
| 5 | GD |
General Dynamics Corp
|
1,162 | $411,626 | |
| 6 | LMT |
Lockheed Martin Corp
This page
|
580 | $295,486 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
573 | $154,056 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
411 | $119,432 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,486 | 580 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $356,590 | 590 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $293,104 | 606 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $407,854 | 817 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $277,420 | 599 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $147,861 | 331 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $165,705 | 341 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $217,456 | 372 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $172,827 | 370 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $171,940 | 378 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $191,267 | 422 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $154,995 | 379 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $183,231 | 398 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $197,601 | 418 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $200,920 | 413 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $168,036 | 435 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $186,602 | 434 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $137,716 | 312 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $93,117 | 262 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $227,766 | 660 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $210,740 | 557 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $226,873 | 614 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $221,507 | 624 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $232,650 | 607 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $220,411 | 604 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $203,708 | 601 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||