Position in LMT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,712,804
-$319,155 QoQ
Shares Held
3,362
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#1,035
of 2,765 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $5,128,232 across 22 Aerospace & Defense names. LMT ranks #1 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
3,362 | $1,712,804 | |
| 2 | RTX |
RTX Corp
|
7,339 | $1,392,428 | |
| 3 | TDG |
TransDigm Group INC
|
287 | $382,295 | |
| 4 | GE |
General Electric Co
|
941 | $351,679 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
999 | $290,299 | |
| 6 | TXT |
Textron Inc
|
2,537 | $232,719 | |
| 7 | BA |
Boeing Co
|
852 | $184,432 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
812 | $179,289 |
All Filings in LMT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,712,804 | 3,362 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,031,959 | 3,362 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,650,282 | 3,412 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,712,789 | 3,431 | Shares | Sole | 2025-10-21 | |
| 2023-03-31 | $1,655,973 | 3,503 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $1,843,797 | 3,790 | Shares | Other | 2023-01-11 | |
| 2022-09-30 | $1,465,970 | 3,795 | Shares | Other | 2022-10-20 | |
| 2022-06-30 | $1,631,698 | 3,795 | Shares | Other | 2022-07-19 | |
| 2022-03-31 | $1,675,113 | 3,795 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $1,348,070 | 3,793 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,308,619 | 3,792 | Shares | Other | 2021-10-19 | |
| 2021-06-30 | $1,433,946 | 3,790 | Shares | Other | 2021-07-22 | |
| 2021-03-31 | $1,417,402 | 3,836 | Shares | Other | 2021-04-19 | |
| 2020-12-31 | $1,360,993 | 3,834 | Shares | Other | 2021-01-29 | |
| 2020-09-30 | $1,463,363 | 3,818 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $1,429,026 | 3,916 | Shares | Other | 2020-07-22 | |
| 2020-03-31 | $1,347,665 | 3,976 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||