Position in LMT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$890,024
-$296,996 QoQ
Shares Held
1,747
-11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,392
of 2,767 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026SVB WEALTH LLC holds $8,028,081 across 7 Aerospace & Defense names. LMT ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
15,869 | $4,611,369 | |
| 2 | GE |
General Electric Co
|
3,773 | $1,410,081 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
1,747 | $890,024 | |
| 4 | BA |
Boeing Co
|
1,972 | $426,876 | |
| 5 | GD |
General Dynamics Corp
|
702 | $248,674 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
867 | $233,100 | |
| 7 | HII |
Huntington Ingalls Industries, Inc.
|
743 | $207,957 |
All Filings in LMT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $890,024 | 1,747 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,187,020 | 1,964 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,008,934 | 2,086 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,084,283 | 2,172 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,017,516 | 2,197 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $2,196,447 | 4,520 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $2,126,238 | 4,552 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,373,055 | 5,217 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,381,775 | 5,255 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,055,841 | 5,027 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,786,219 | 6,052 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,361,582 | 7,111 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,563,052 | 7,324 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,894,470 | 7,493 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,421,963 | 5,633 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $2,404,746 | 5,448 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,843,155 | 5,186 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,552,949 | 4,500 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,818,728 | 4,807 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,832,350 | 4,959 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,742,595 | 4,909 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,235,288 | 5,832 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,084,058 | 5,711 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,590,353 | 4,692 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||