Position in LMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,094,949
+$797,014 QoQ
Shares Held
19,815
+28.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#380
of 2,760 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $24,502,186 across 39 Aerospace & Defense names. LMT ranks #2 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
31,878 | $11,292,462 | |
| 2 | LMT |
Lockheed Martin Corp
This page
|
19,815 | $10,094,949 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
1,281 | $652,426 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
3,315 | $566,400 | |
| 5 | RTX |
RTX Corp
|
2,334 | $442,829 | |
| 6 | BA |
Boeing Co
|
1,692 | $366,267 | |
| 7 | GE |
General Electric Co
|
901 | $336,730 | |
| 8 | EMBJ |
Embraer S.A.
|
3,000 | $191,400 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,094,949 | 19,815 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $9,297,935 | 15,384 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $12,802,261 | 26,469 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $13,711,801 | 27,467 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $12,361,206 | 26,690 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $11,728,817 | 26,256 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $9,649,796 | 19,858 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $11,489,526 | 19,655 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $10,385,501 | 22,234 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $11,816,612 | 25,978 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $11,810,981 | 26,059 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $10,823,535 | 26,466 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $12,497,015 | 27,145 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $12,815,710 | 27,110 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $12,747,983 | 26,204 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $9,641,025 | 24,958 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $9,383,877 | 21,825 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $8,500,481 | 19,258 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $6,142,195 | 17,282 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $5,485,364 | 15,895 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $5,588,229 | 14,770 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,769,506 | 12,908 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $3,304,863 | 9,310 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $3,329,170 | 8,686 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $3,213,485 | 8,806 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $3,016,993 | 8,901 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||