Position in LMT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$327,072
-$62,154 QoQ
Shares Held
642
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,073
of 2,765 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $6,966,748 across 10 Aerospace & Defense names. LMT ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
4,944 | $1,847,720 | |
| 2 | RTX |
RTX Corp
|
6,172 | $1,171,012 | |
| 3 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
20,108 | $1,002,584 | |
| 4 | BA |
Boeing Co
|
4,429 | $958,744 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
2,187 | $482,889 | |
| 6 | GD |
General Dynamics Corp
|
1,128 | $399,582 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
1,251 | $336,343 | |
| 8 | LMT |
Lockheed Martin Corp
This page
|
642 | $327,072 |
All Filings in LMT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,072 | 642 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $389,226 | 644 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $263,599 | 545 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $259,588 | 520 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $299,651 | 647 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $210,400 | 471 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $258,033 | 531 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $280,003 | 479 | Shares | Other | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||