Position in LMT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$13,793,119
-$395,539 QoQ
Shares Held
27,074
+15.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#320
of 2,767 holders
Holding Since
Dec 2023
11 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, 2026Florida Trust Wealth Management Co holds $106,291,086 across 11 Aerospace & Defense names. LMT ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
102,000 | $36,132,480 | |
| 2 | RTX |
RTX Corp
|
123,478 | $23,427,480 | |
| 3 | GE |
General Electric Co
|
45,659 | $17,064,137 | |
| 4 | LMT |
Lockheed Martin Corp
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|
27,074 | $13,793,119 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
18,960 | $5,097,585 | |
| 6 | BA |
Boeing Co
|
20,617 | $4,462,961 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
7,496 | $3,817,787 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
4,199 | $1,220,186 |
All Filings in LMT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,793,119 | 27,074 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $14,188,658 | 23,476 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $10,599,143 | 21,914 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $9,150,518 | 18,330 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $6,877,628 | 14,850 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $6,081,062 | 13,613 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $6,870,219 | 14,138 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $7,698,654 | 13,170 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $6,233,916 | 13,346 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $6,197,148 | 13,624 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $6,568,353 | 14,492 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||