Position in LMT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$390,755
-$122,976 QoQ
Shares Held
767
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,952
of 2,767 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Cypress Wealth Services, LLC holds $2,480,321 across 7 Aerospace & Defense names. LMT ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
3,377 | $640,718 | |
| 2 | GE |
General Electric Co
|
1,050 | $392,416 | |
| 3 | LMT |
Lockheed Martin Corp
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|
767 | $390,755 | |
| 4 | HII |
Huntington Ingalls Industries, Inc.
|
1,139 | $318,794 | |
| 5 | BA |
Boeing Co
|
1,248 | $270,154 | |
| 6 | GD |
General Dynamics Corp
|
743 | $263,200 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
703 | $204,284 |
All Filings in LMT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,755 | 767 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $513,731 | 850 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $489,474 | 1,012 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $287,045 | 575 | Shares | Sole | 2025-10-15 | |
| 2024-09-30 | $440,173 | 753 | Shares | Sole | 2024-10-09 | |
| 2024-03-31 | $306,582 | 674 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $339,476 | 749 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $317,352 | 776 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $356,334 | 774 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $331,856 | 702 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $487,462 | 1,002 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $571,322 | 1,479 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $693,525 | 1,613 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $523,941 | 1,187 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $365,006 | 1,027 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $383,751 | 1,112 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $442,291 | 1,169 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $390,561 | 1,057 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $303,152 | 854 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||