Position in LMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$548,688
-$148,778 QoQ
Shares Held
1,077
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,701
of 2,765 holders
Holding Since
Dec 2021
19 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, 2026Legacy Financial Advisors, Inc. holds $10,265,836 across 12 Aerospace & Defense names. LMT ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
8,132 | $3,039,172 | |
| 2 | BA |
Boeing Co
|
10,610 | $2,296,746 | |
| 3 | RTX |
RTX Corp
|
8,793 | $1,668,295 | |
| 4 | GD |
General Dynamics Corp
|
1,915 | $678,369 | |
| 5 | LMT |
Lockheed Martin Corp
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|
1,077 | $548,688 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
1,858 | $410,766 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
1,517 | $407,860 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
643 | $327,486 |
All Filings in LMT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,688 | 1,077 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $697,466 | 1,154 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $483,670 | 1,000 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $409,352 | 820 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $373,290 | 806 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $789,336 | 1,767 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $836,788 | 1,722 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,619,231 | 2,770 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,266,775 | 2,712 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,229,968 | 2,704 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,182,503 | 2,609 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $982,321 | 2,402 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,130,232 | 2,455 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,168,115 | 2,471 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,140,332 | 2,344 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $766,013 | 1,983 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $776,937 | 1,807 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $706,240 | 1,600 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $538,446 | 1,515 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||