Position in LMT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,035,732
-$233,487 QoQ
Shares Held
2,033
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,292
of 2,767 holders
Holding Since
Jun 2020
25 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, 2026Avior Wealth Management, LLC holds $17,008,473 across 12 Aerospace & Defense names. LMT ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
12,374 | $4,624,535 | |
| 2 | BA |
Boeing Co
|
14,668 | $3,175,181 | |
| 3 | RTX |
RTX Corp
|
10,707 | $2,031,439 | |
| 4 | WWD |
Woodward, Inc.
|
3,783 | $1,609,439 | |
| 5 | FTAI |
FTAI Aviation Ltd.
|
4,947 | $1,338,311 | |
| 6 | LMT |
Lockheed Martin Corp
This page
|
2,033 | $1,035,732 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
1,800 | $1,009,098 | |
| 8 | RKLB |
Rocket Lab Corp
|
5,665 | $575,847 |
All Filings in LMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,035,732 | 2,033 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,269,219 | 2,100 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $507,369 | 1,049 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $525,668 | 1,053 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $571,977 | 1,235 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $554,367 | 1,241 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $612,770 | 1,261 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $701,472 | 1,200 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $553,513 | 1,185 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $742,347 | 1,632 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $566,096 | 1,249 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $571,726 | 1,398 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $673,996 | 1,464 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $661,349 | 1,399 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $488,435 | 1,004 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $327,573 | 848 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $320,750 | 746 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $327,077 | 741 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $262,292 | 738 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $182,212 | 528 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $171,770 | 454 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $109,002 | 295 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $47,212 | 133 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $18,397 | 48 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $17,516 | 48 | Shares | Sole | 2020-07-02 | |
| No filing history on record for this holder in this stock. | ||||||