Position in LMT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,393,417
-$3,724,260 QoQ
Shares Held
18,438
-15.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#133
of 1,576 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, 2026Merit Financial Group, LLC holds $141,525,045 across 27 Aerospace & Defense names. LMT ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
86,154 | $32,198,330 | |
| 2 | RTX |
RTX Corp
|
123,890 | $23,505,644 | |
| 3 | GD |
General Dynamics Corp
|
38,284 | $13,561,719 | |
| 4 | BA |
Boeing Co
|
52,417 | $11,346,703 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
20,811 | $10,599,247 | |
| 6 | LMT |
Lockheed Martin Corp
This page
|
18,438 | $9,393,417 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
11,233 | $6,297,330 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
26,932 | $5,946,582 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,393,417 | 18,438 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $13,117,677 | 21,704 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $9,565,055 | 19,776 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $7,358,851 | 14,741 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $10,428,986 | 22,518 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,789,808 | 12,961 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $5,789,975 | 11,915 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,694,783 | 9,742 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,899,411 | 10,489 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,955,353 | 10,894 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,962,376 | 6,536 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,978,771 | 9,729 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,456,018 | 9,679 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,478,347 | 7,358 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,289,645 | 6,762 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,502,772 | 6,479 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,830,513 | 8,909 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,474,717 | 3,341 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,064,097 | 2,994 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,018,045 | 2,950 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,141,103 | 3,016 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $953,310 | 2,580 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,006,723 | 2,836 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,155,589 | 3,015 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,076,149 | 2,949 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,003,969 | 2,962 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||