Position in LMT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$763,171
-$139,787 QoQ
Shares Held
1,498
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,490
of 2,767 holders
Holding Since
Dec 2023
11 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, 2026HCR Wealth Advisors holds $18,362,245 across 7 Aerospace & Defense names. LMT ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
27,536 | $5,224,405 | |
| 2 | BA |
Boeing Co
|
19,335 | $4,185,447 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
14,045 | $4,081,336 | |
| 4 | TDG |
TransDigm Group INC
|
1,957 | $2,606,802 | |
| 5 | GE |
General Electric Co
|
3,361 | $1,256,106 | |
| 6 | LMT |
Lockheed Martin Corp
This page
|
1,498 | $763,171 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
481 | $244,978 |
All Filings in LMT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $763,171 | 1,498 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $902,958 | 1,494 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $720,668 | 1,490 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $743,822 | 1,490 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $458,508 | 990 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $442,242 | 990 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $529,674 | 1,090 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $854,042 | 1,461 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $448,883 | 961 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $437,130 | 961 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $232,965 | 514 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||