Position in LMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,637,244
-$1,949,324 QoQ
Shares Held
13,028
-8.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#504
of 2,767 holders
Holding Since
Mar 2020
23 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, 2026World Investment Advisors holds $50,365,155 across 19 Aerospace & Defense names. LMT ranks #4 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
62,553 | $11,868,180 | |
| 2 | GD |
General Dynamics Corp
|
23,999 | $8,501,405 | |
| 3 | GE |
General Electric Co
|
21,411 | $8,001,933 | |
| 4 | LMT |
Lockheed Martin Corp
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|
13,028 | $6,637,244 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
10,753 | $3,124,714 | |
| 6 | BA |
Boeing Co
|
12,775 | $2,765,404 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
5,116 | $2,605,629 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
9,335 | $2,509,808 |
All Filings in LMT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,637,244 | 13,028 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,586,568 | 14,207 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $4,754,975 | 9,525 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,351,662 | 9,396 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,846,172 | 8,610 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,169,850 | 8,581 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $1,948,274 | 4,171 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $453,240 | 1,000 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $203,662 | 498 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $252,288 | 548 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $274,183 | 580 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $354,651 | 729 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $396,333 | 1,026 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $541,319 | 1,259 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $546,453 | 1,238 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $317,736 | 894 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $341,994 | 991 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $404,456 | 1,069 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $386,127 | 1,045 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $374,503 | 1,055 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $337,286 | 880 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $330,252 | 905 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $242,010 | 714 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||