Position in LMT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$17,321
-$8,063 QoQ
Shares Held
34
-19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,686
of 2,767 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $242,593 across 29 Aerospace & Defense names. LMT ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
|
141 | $37,909 | |
| 2 | GE |
General Electric Co
|
71 | $26,534 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
41 | $20,881 | |
| 4 | RTX |
RTX Corp
|
96 | $18,214 | |
| 5 | LMT |
Lockheed Martin Corp
This page
|
34 | $17,321 | |
| 6 | CW |
Curtiss Wright Corp
|
20 | $15,155 | |
| 7 | TDG |
TransDigm Group INC
|
10 | $13,320 | |
| 8 | RKLB |
Rocket Lab Corp
|
124 | $12,604 |
All Filings in LMT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,321 | 34 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $25,384 | 42 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $14,510 | 30 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $2,995 | 6 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $926 | 2 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $893 | 2 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $2,915 | 6 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $3,507 | 6 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $2,802 | 6 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $2,729 | 6 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $2,719 | 6 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $2,453 | 6 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $2,762 | 6 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $2,836 | 6 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $2,918 | 6 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $2,317 | 6 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $2,579 | 6 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $2,648 | 6 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $8,529 | 24 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $43,482 | 126 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $47,672 | 126 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $9,607 | 26 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $7,099 | 20 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $5,749 | 15 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||