Position in LMT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,561,494
-$330,246 QoQ
Shares Held
3,065
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,085
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, 2026BigSur Wealth Management LLC holds $13,833,236 across 6 Aerospace & Defense names. LMT ranks #4 (11.3% of the industry book) .
All Filings in LMT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,561,494 | 3,065 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,891,740 | 3,130 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,070,107 | 4,280 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,136,618 | 4,280 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,982,239 | 4,280 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,688,563 | 3,780 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,836,853 | 3,780 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,378,756 | 5,780 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,699,838 | 5,780 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,679,184 | 5,890 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $1,083,243 | 2,390 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,026,489 | 2,510 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,247,629 | 2,710 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,224,370 | 2,590 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,211,360 | 2,490 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $973,450 | 2,520 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,083,499 | 2,520 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,112,328 | 2,520 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $954,986 | 2,687 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $927,283 | 2,687 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,016,626 | 2,687 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $992,846 | 2,687 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $953,831 | 2,687 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,036,772 | 2,705 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $655,031 | 1,795 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $872,796 | 2,575 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||