Position in LMT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$881,875
-$117,181 QoQ
Shares Held
1,731
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,397
of 2,765 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, 2026Winch Advisory Services, LLC holds $5,596,400 across 15 Aerospace & Defense names. LMT ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
11,758 | $2,230,845 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
2,199 | $1,119,972 | |
| 3 | LMT |
Lockheed Martin Corp
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|
1,731 | $881,875 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
3,518 | $777,759 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
1,747 | $298,492 | |
| 6 | BA |
Boeing Co
|
527 | $114,079 | |
| 7 | TDG |
TransDigm Group INC
|
52 | $69,266 | |
| 8 | GD |
General Dynamics Corp
|
130 | $46,051 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $881,875 | 1,731 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $999,056 | 1,653 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $759,845 | 1,571 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $771,778 | 1,546 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $636,817 | 1,375 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $607,525 | 1,360 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $300,796 | 619 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $307,478 | 526 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $244,293 | 523 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $218,792 | 481 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $218,008 | 481 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $151,724 | 371 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $169,880 | 369 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $168,291 | 356 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $159,568 | 328 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $44,809 | 116 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $49,445 | 115 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $43,698 | 99 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $35,541 | 100 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $34,164 | 99 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $37,456 | 99 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $36,580 | 99 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $49,342 | 139 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $53,275 | 139 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $50,723 | 139 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $46,775 | 138 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||