Position in LMT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,050,925
-$2,203,494 QoQ
Shares Held
13,840
-9.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#488
of 2,760 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Independent Advisor Alliance holds $64,759,421 across 24 Aerospace & Defense names. LMT ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
31,369 | $11,723,536 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
49,863 | $8,519,591 | |
| 3 | RTX |
RTX Corp
|
41,366 | $7,848,370 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
13,840 | $7,050,925 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
27,597 | $5,371,755 | |
| 6 | BA |
Boeing Co
|
22,007 | $4,763,854 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
9,021 | $4,594,485 | |
| 8 | GD |
General Dynamics Corp
|
9,324 | $3,302,933 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,050,925 | 13,840 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,254,419 | 15,312 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,229,366 | 23,217 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $12,541,152 | 25,122 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $11,551,174 | 24,941 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,567,371 | 23,656 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $10,708,173 | 22,036 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $12,367,535 | 21,157 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,945,554 | 23,433 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,164,328 | 24,544 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $10,362,879 | 22,864 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $9,863,705 | 24,119 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $10,658,717 | 23,152 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $11,137,518 | 23,560 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,886,857 | 28,545 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $11,225,201 | 29,059 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $12,576,759 | 29,251 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $11,303,812 | 25,609 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $8,546,544 | 24,047 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $8,248,925 | 23,903 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $8,867,388 | 23,437 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,599,403 | 15,154 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,174,564 | 11,760 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,080,286 | 23,691 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $3,894,061 | 10,671 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,347,131 | 9,875 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||