Position in LMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,182,157
-$397,910 QoQ
Shares Held
8,209
+8.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#641
of 2,721 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, 2026Wealthspire Advisors, LLC holds $52,551,905 across 21 Aerospace & Defense names. LMT ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
21,893 | $8,182,070 | |
| 2 | RTX |
RTX Corp
|
34,636 | $6,571,488 | |
| 3 | BA |
Boeing Co
|
22,904 | $4,958,028 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
8,209 | $4,182,157 | |
| 5 | BYRN |
Byrna Technologies Inc.
|
604,702 | $4,057,550 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
6,643 | $3,724,132 | |
| 7 | ATRO |
Astronics Corp
|
29,434 | $2,391,806 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
4,663 | $2,374,912 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,182,157 | 8,209 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,580,067 | 7,578 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,881,705 | 5,958 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,049,257 | 4,105 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,616,196 | 7,808 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,378,020 | 7,562 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,438,868 | 2,961 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,786,999 | 3,057 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,203,249 | 2,576 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,350,963 | 2,970 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,289,921 | 2,846 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $995,817 | 2,435 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $888,073 | 1,929 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $907,168 | 1,919 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,243,954 | 2,557 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $713,863 | 1,848 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $755,869 | 1,758 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $659,010 | 1,493 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $785,811 | 2,211 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $836,522 | 2,424 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $285,275 | 754 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,641,319 | 4,442 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $816,454 | 2,300 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $727,465 | 1,898 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $671,817 | 1,841 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,224,626 | 3,613 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||