Position in LMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$109,024
-$20,315 QoQ
Shares Held
214
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,527
of 2,767 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Mascoma Wealth Management LLC holds $3,358,238 across 15 Aerospace & Defense names. LMT ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
|
9,108 | $2,448,776 | |
| 2 | RTX |
RTX Corp
|
2,058 | $390,464 | |
| 3 | GE |
General Electric Co
|
450 | $168,178 | |
| 4 | GD |
General Dynamics Corp
|
397 | $140,633 | |
| 5 | LMT |
Lockheed Martin Corp
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|
214 | $109,024 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
153 | $33,782 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
175 | $29,900 | |
| 8 | BETA |
BETA Technologies, Inc.
|
1,135 | $19,011 |
All Filings in LMT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,024 | 214 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $129,339 | 214 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $103,505 | 214 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $112,322 | 225 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $104,206 | 225 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $100,509 | 225 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $179,797 | 370 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $251,360 | 430 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $217,201 | 465 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $177,399 | 390 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $176,763 | 390 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $163,584 | 400 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $179,548 | 390 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $191,928 | 406 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $218,920 | 450 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $173,830 | 450 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $193,482 | 450 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $198,630 | 450 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $154,603 | 435 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $141,491 | 410 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $138,562 | 375 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||