Position in LMT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$284,788
-$123,175 QoQ
Shares Held
559
-17.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,175
of 2,767 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, 2026HHM Wealth Advisors, LLC holds $3,695,090 across 21 Aerospace & Defense names. LMT ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
3,619 | $1,352,528 | |
| 2 | RTX |
RTX Corp
|
3,575 | $678,284 | |
| 3 | CW |
Curtiss Wright Corp
|
410 | $310,681 | |
| 4 | LMT |
Lockheed Martin Corp
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|
559 | $284,788 | |
| 5 | GD |
General Dynamics Corp
|
797 | $282,329 | |
| 6 | TDG |
TransDigm Group INC
|
117 | $155,848 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
525 | $141,151 | |
| 8 | LUNR |
Intuitive Machines, Inc.
|
6,000 | $128,340 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,788 | 559 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $407,963 | 675 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $315,352 | 652 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $337,465 | 676 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $314,472 | 679 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $303,316 | 679 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $332,868 | 685 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $349,566 | 598 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $268,582 | 575 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $244,720 | 538 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $243,843 | 538 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $220,020 | 538 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $247,684 | 538 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $254,328 | 538 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $261,731 | 538 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $207,824 | 538 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $273,884 | 637 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $281,171 | 637 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $66,461 | 187 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $123,545 | 358 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $143,773 | 380 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $140,410 | 380 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $127,082 | 358 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $104,635 | 273 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $101,082 | 277 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $93,889 | 277 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||