Position in LMT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$542,064
-$259,356 QoQ
Shares Held
1,064
-19.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,708
of 2,765 holders
Holding Since
Sep 2020
10 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, 2026Winthrop Advisory Group LLC holds $3,944,599 across 7 Aerospace & Defense names. LMT ranks #4 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
4,675 | $1,011,996 | |
| 2 | RTX |
RTX Corp
|
4,140 | $785,481 | |
| 3 | GE |
General Electric Co
|
1,786 | $667,481 | |
| 4 | LMT |
Lockheed Martin Corp
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|
1,064 | $542,064 | |
| 5 | GD |
General Dynamics Corp
|
1,105 | $391,435 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
1,977 | $337,790 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
717 | $208,352 |
All Filings in LMT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,064 | 1,064 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $801,420 | 1,326 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $833,363 | 1,723 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,020,385 | 2,044 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $970,278 | 2,095 | Shares | Sole | 2025-07-23 | |
| 2024-09-30 | $224,471 | 384 | Shares | Sole | 2024-10-31 | |
| 2022-03-31 | $225,114 | 510 | Shares | Sole | 2022-04-13 | |
| 2021-03-31 | $377,629 | 1,022 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $249,195 | 702 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $202,371 | 528 | Shares | Sole | 2020-10-20 | |
| No filing history on record for this holder in this stock. | ||||||