Position in LMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,068,917
-$79,085 QoQ
Shares Held
4,061
+14.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#948
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, 2026MBM WEALTH CONSULTANTS, LLC holds $2,932,415 across 2 Aerospace & Defense names. LMT ranks #1 (70.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
4,061 | $2,068,917 | |
| 2 | BA |
Boeing Co
|
3,989 | $863,498 |
All Filings in LMT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,068,917 | 4,061 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,148,002 | 3,554 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,682,204 | 3,478 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,728,764 | 3,463 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,433,881 | 3,096 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,334,769 | 2,988 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,423,318 | 2,929 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,669,503 | 2,856 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,258,367 | 2,694 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,190,849 | 2,618 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,095,481 | 2,417 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $887,034 | 2,169 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $872,880 | 1,896 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $765,349 | 1,619 | Shares | Sole | 2023-05-31 | |
| 2022-12-31 | $787,627 | 1,619 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $692,231 | 1,792 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $764,468 | 1,778 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $758,766 | 1,719 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $689,139 | 1,939 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $560,787 | 1,625 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $540,662 | 1,429 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $540,209 | 1,462 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $518,270 | 1,460 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $533,909 | 1,393 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $485,343 | 1,330 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $622,651 | 1,837 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||