MinichMacGregor Wealth Management, LLC
Position in LMT — Lockheed Martin Corp
CIK 1744318
Saratoga Springs, NY
Position in LMT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,874,373
-$719,329 QoQ
Shares Held
5,642
-5.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#809
of 2,767 holders
Holding Since
Jun 2020
25 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, 2026MinichMacGregor Wealth Management, LLC holds $15,921,513 across 8 Aerospace & Defense names. LMT ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HEI |
Heico Corp
|
22,870 | $8,146,065 | |
| 2 | GE |
General Electric Co
|
9,462 | $3,536,233 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
5,642 | $2,874,373 | |
| 4 | RKLB |
Rocket Lab Corp
|
3,102 | $315,318 | |
| 5 | CW |
Curtiss Wright Corp
|
380 | $287,948 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
500 | $280,305 | |
| 7 | BWXT |
BWX Technologies, Inc.
|
1,412 | $274,845 | |
| 8 | RTX |
RTX Corp
|
1,088 | $206,426 |
All Filings in LMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,874,373 | 5,642 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,593,702 | 5,946 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,927,170 | 6,052 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,047,177 | 6,104 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,815,891 | 6,080 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,743,692 | 6,142 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,626,019 | 5,404 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,165,392 | 5,415 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,535,885 | 5,429 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,476,767 | 5,445 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,277,077 | 5,024 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,056,250 | 5,028 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,326,760 | 5,054 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,400,050 | 5,077 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,481,585 | 5,101 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $1,970,465 | 5,101 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $2,132,601 | 4,960 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,201,261 | 4,987 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,783,802 | 5,019 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,750,347 | 5,072 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,931,098 | 5,104 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,938,766 | 5,247 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,887,073 | 5,316 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $2,147,134 | 5,602 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $1,911,450 | 5,238 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||