Foundations Investment Advisors, LLC
EndowmentPosition in LMT — Lockheed Martin Corp
CIK 1743404
PHOENIX, AZ
Position in LMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,199,038
-$968,761 QoQ
Shares Held
10,205
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#578
of 2,765 holders
Holding Since
Mar 2020
26 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, 2026Foundations Investment Advisors, LLC holds $75,602,817 across 16 Aerospace & Defense names. LMT ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
228,910 | $43,431,093 | |
| 2 | RKLB |
Rocket Lab Corp
|
94,052 | $9,560,384 | |
| 3 | GE |
General Electric Co
|
14,156 | $5,290,521 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
10,205 | $5,199,038 | |
| 5 | BA |
Boeing Co
|
15,611 | $3,379,312 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
2,641 | $1,480,571 | |
| 7 | GD |
General Dynamics Corp
|
3,609 | $1,278,451 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
2,208 | $1,124,556 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,199,038 | 10,205 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $6,167,799 | 10,205 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $5,509,000 | 11,390 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,318,248 | 6,647 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,086,827 | 6,665 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,311,276 | 5,174 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $10,414,180 | 21,431 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $10,349,050 | 17,704 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $7,795,431 | 16,689 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,510,554 | 14,313 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,907,076 | 13,033 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,777,972 | 9,238 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $3,845,554 | 8,353 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,266,564 | 6,910 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,229,807 | 6,639 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,929,132 | 4,994 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,089,175 | 4,859 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $1,919,648 | 4,349 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,300,445 | 3,659 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $624,285 | 1,809 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $624,655 | 1,651 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $595,634 | 1,612 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $465,023 | 1,310 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $455,719 | 1,189 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $438,633 | 1,202 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $409,112 | 1,207 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||