Position in LMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,920,804
-$923,986 QoQ
Shares Held
7,696
-4.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#676
of 2,767 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, 2026Dakota Wealth Management holds $64,941,059 across 12 Aerospace & Defense names. LMT ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
60,249 | $22,516,858 | |
| 2 | HWM |
Howmet Aerospace Inc.
|
64,689 | $17,392,284 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
23,099 | $6,712,338 | |
| 4 | RTX |
RTX Corp
|
26,880 | $5,099,942 | |
| 5 | LMT |
Lockheed Martin Corp
This page
|
7,696 | $3,920,804 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
14,245 | $3,149,284 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
3,754 | $1,911,949 | |
| 8 | BA |
Boeing Co
|
5,872 | $1,271,111 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,920,804 | 7,696 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $4,844,790 | 8,016 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $3,948,681 | 8,164 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $3,382,646 | 6,776 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $3,392,500 | 7,325 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $3,279,298 | 7,341 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $3,688,284 | 7,590 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,644,329 | 7,945 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $3,653,656 | 7,822 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $3,601,205 | 7,917 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $2,531,798 | 5,586 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $2,141,313 | 5,236 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,231,001 | 4,846 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $2,163,212 | 4,576 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,135,690 | 4,390 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $1,688,859 | 4,372 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $917,104 | 2,133 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $872,647 | 1,977 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $383,131 | 1,078 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $323,013 | 936 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $491,854 | 1,300 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $477,763 | 1,293 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $452,599 | 1,275 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $392,861 | 1,025 | Shares | Other | 2020-11-04 | |
| 2020-06-30 | $309,087 | 847 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $215,233 | 635 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||