Position in LMT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,280,852
-$376,046 QoQ
Shares Held
4,477
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#903
of 2,767 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $29,083,287 across 14 Aerospace & Defense names. LMT ranks #7 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXON |
Axon Enterprise, Inc.
|
12,655 | $7,094,519 | |
| 2 | PL |
Planet Labs PBC
|
140,180 | $4,644,163 | |
| 3 | BA |
Boeing Co
|
15,325 | $3,317,402 | |
| 4 | RKLB |
Rocket Lab Corp
|
31,904 | $3,243,041 | |
| 5 | RTX |
RTX Corp
|
14,406 | $2,733,250 | |
| 6 | GE |
General Electric Co
|
6,724 | $2,512,960 | |
| 7 | LMT |
Lockheed Martin Corp
This page
|
4,477 | $2,280,852 | |
| 8 | GD |
General Dynamics Corp
|
3,218 | $1,139,944 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,280,852 | 4,477 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,656,898 | 4,396 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,090,905 | 4,323 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,000,334 | 4,007 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,879,422 | 4,058 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,889,136 | 4,229 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,210,055 | 4,548 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,949,689 | 5,046 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,440,597 | 5,225 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,449,020 | 5,384 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,396,733 | 5,288 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,171,986 | 5,311 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,411,930 | 5,239 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,730,488 | 5,776 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $3,266,293 | 6,714 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,739,568 | 7,092 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,896,640 | 6,737 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $5,234,121 | 11,858 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $4,147,279 | 11,669 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $3,239,453 | 9,387 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,989,721 | 7,902 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,749,819 | 7,442 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $2,124,910 | 5,986 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,558,033 | 4,065 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,455,665 | 3,989 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,293,094 | 3,815 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||