Position in LMT
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,014,689
+$1,417,133 QoQ
Shares Held
4,988
+51.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026EverSource Wealth Advisors, LLC holds $20,014,154 across 56 Aerospace & Defense names. LMT ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
11,399 | $3,234,684 | |
| 2 | LMT |
Lockheed Martin Corp
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|
4,988 | $3,014,689 | |
| 3 | RTX |
RTX Corp
|
14,546 | $2,805,912 | |
| 4 | GD |
General Dynamics Corp
|
4,320 | $1,482,705 | |
| 5 | BA |
Boeing Co
|
6,340 | $1,261,843 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
1,844 | $1,258,041 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
2,889 | $997,130 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
1,736 | $737,256 |
All Filings in LMT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,014,689 | 4,988 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,597,556 | 3,303 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,148,677 | 2,301 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,210,181 | 2,613 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,129,725 | 2,529 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,117,657 | 2,300 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,820,900 | 3,115 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,410,639 | 3,020 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $511,725 | 1,125 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $407,913 | 900 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $538,596 | 1,317 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $650,052 | 1,412 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $663,238 | 1,403 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $634,381 | 1,304 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $612,654 | 1,586 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $727,060 | 1,691 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $701,383 | 1,589 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $372,467 | 1,048 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||