Position in LMT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$712,734
+$25,543 QoQ
Shares Held
1,399
+23.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,534
of 2,765 holders
Holding Since
Sep 2024
8 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, 2026BIP Wealth, LLC holds $8,899,365 across 9 Aerospace & Defense names. LMT ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
7,756 | $2,898,649 | |
| 2 | RTX |
RTX Corp
|
13,416 | $2,545,417 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
2,605 | $756,986 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
3,227 | $713,425 | |
| 5 | LMT |
Lockheed Martin Corp
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|
1,399 | $712,734 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
2,106 | $359,831 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
1,248 | $335,537 | |
| 8 | BA |
Boeing Co
|
1,357 | $293,749 |
All Filings in LMT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,734 | 1,399 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $687,191 | 1,137 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $633,124 | 1,309 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $290,540 | 582 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $239,906 | 518 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $224,248 | 502 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $265,809 | 547 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $236,746 | 405 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||