Position in LMT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,053,633
-$389,915 QoQ
Shares Held
4,031
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#953
of 2,765 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026JGP Wealth Management, LLC holds $31,816,123 across 6 Aerospace & Defense names. LMT ranks #3 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
82,053 | $15,567,915 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
44,196 | $12,842,915 | |
| 3 | LMT |
Lockheed Martin Corp
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|
4,031 | $2,053,633 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
946 | $481,807 | |
| 5 | GE |
General Electric Co
|
1,260 | $470,899 | |
| 6 | BA |
Boeing Co
|
1,843 | $398,954 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,053,633 | 4,031 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,443,548 | 4,043 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,983,530 | 4,101 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,101,174 | 4,209 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,947,966 | 4,206 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,852,953 | 4,148 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,934,527 | 3,981 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,291,475 | 3,920 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,859,992 | 3,982 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,858,598 | 4,086 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,860,096 | 4,104 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,832,549 | 4,481 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,962,599 | 4,263 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,957,102 | 4,140 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,960,554 | 4,030 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,563,701 | 4,048 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,688,882 | 3,928 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,700,272 | 3,852 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,362,641 | 3,834 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,274,109 | 3,692 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,393,841 | 3,684 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,615,454 | 4,372 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,549,487 | 4,365 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,678,383 | 4,379 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,621,339 | 4,443 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,739,152 | 5,131 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||