WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in LMT — Lockheed Martin Corp
CIK 1632972
PLYMOUTH, MN
Position in LMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$151,499,139
+$8,433,983 QoQ
Shares Held
297,372
+25.6% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1
of 371 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 9.347551215312807.ToString("F0")%
Shared 0.ToString("F0")%
None 90.6524487846872.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $907,012,872 across 49 Aerospace & Defense names. LMT ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
418,784 | $156,512,144 | |
| 2 | LMT |
Lockheed Martin Corp
This page
|
297,372 | $151,499,139 | |
| 3 | RTX |
RTX Corp
|
739,028 | $140,215,782 | |
| 4 | BA |
Boeing Co
|
337,899 | $73,144,996 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
137,986 | $70,277,649 | |
| 6 | GD |
General Dynamics Corp
|
194,637 | $68,948,210 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
149,912 | $33,100,569 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
98,787 | $28,706,514 |
All Filings in LMT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,499,139 | 297,372 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $143,065,156 | 236,710 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $87,694,691 | 181,311 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $153,205,052 | 306,895 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $93,707,579 | 202,331 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $102,065,640 | 228,483 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $96,018,342 | 197,593 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $94,802,187 | 162,177 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $64,765,750 | 138,655 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $60,320,765 | 132,611 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $54,679,326 | 120,641 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $39,727,601 | 97,143 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,307,557 | 18,045 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $8,413,648 | 17,798 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,499,019 | 13,359 | Shares | Sole | 2023-02-01 | |
| 2021-06-30 | $1,292,443 | 3,416 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,707,090 | 4,620 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,605,219 | 4,522 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $5,369,369 | 14,009 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,575,359 | 4,317 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $2,012,685 | 5,938 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||