Position in LMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,221,175
+$1,213,318 QoQ
Shares Held
2,397
+18338.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,209
of 2,765 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026IFG Advisory, LLC holds $16,218,082 across 27 Aerospace & Defense names. LMT ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
36,669 | $6,957,209 | |
| 2 | GE |
General Electric Co
|
4,079 | $1,524,444 | |
| 3 | BWXT |
BWX Technologies, Inc.
|
7,162 | $1,394,083 | |
| 4 | LMT |
Lockheed Martin Corp
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|
2,397 | $1,221,175 | |
| 5 | GD |
General Dynamics Corp
|
3,078 | $1,090,350 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
4,468 | $763,402 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
2,122 | $616,631 | |
| 8 | CW |
Curtiss Wright Corp
|
786 | $595,599 |
All Filings in LMT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,221,175 | 2,397 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,857 | 13 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $907,848 | 1,877 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,127,715 | 2,259 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,036,970 | 2,239 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $981,868 | 2,198 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $966,048 | 1,988 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $746,892 | 1,599 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $892,429 | 1,969 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $610,577 | 1,493 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $714,295 | 1,511 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $667,464 | 1,372 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $858,722 | 2,223 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $844,441 | 1,964 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $864,261 | 1,958 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $677,766 | 1,907 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $732,302 | 2,122 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $488,828 | 1,292 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $479,241 | 1,297 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $453,664 | 1,278 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $470,284 | 1,227 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $436,079 | 1,195 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $421,992 | 1,245 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||