Position in LMT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$636,422
+$120,830 QoQ
Shares Held
1,053
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 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, 2026Strategic Wealth Partners, Ltd. holds $18,869,359 across 23 Aerospace & Defense names. LMT ranks #2 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
84,632 | $16,325,512 | |
| 2 | LMT |
Lockheed Martin Corp
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|
1,053 | $636,422 | |
| 3 | GE |
General Electric Co
|
2,041 | $579,174 | |
| 4 | BA |
Boeing Co
|
1,650 | $328,399 | |
| 5 | GD |
General Dynamics Corp
|
734 | $251,923 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
300 | $204,672 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
369 | $127,360 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
525 | $120,991 |
All Filings in LMT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $636,422 | 1,053 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $515,592 | 1,066 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $543,639 | 1,089 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $506,212 | 1,093 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $647,272 | 1,332 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $692,703 | 1,185 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $570,796 | 1,222 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $574,955 | 1,264 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $788,637 | 1,740 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $2,054,206 | 5,023 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $2,504,927 | 5,441 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $2,598,124 | 5,496 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,775,425 | 5,705 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $2,322,375 | 6,012 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $2,586,209 | 6,015 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $5,802,203 | 13,145 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $5,013,768 | 14,107 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||