Position in LMT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,906,469
-$495,642 QoQ
Shares Held
5,705
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#803
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, 2026Magnus Financial Group LLC holds $9,795,543 across 7 Aerospace & Defense names. LMT ranks #2 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
13,947 | $3,019,107 | |
| 2 | LMT |
Lockheed Martin Corp
This page
|
5,705 | $2,906,469 | |
| 3 | RTX |
RTX Corp
|
9,069 | $1,720,661 | |
| 4 | GE |
General Electric Co
|
3,743 | $1,398,871 | |
| 5 | AVAV |
AeroVironment Inc
|
1,661 | $274,181 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
479 | $243,959 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
864 | $232,295 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,906,469 | 5,705 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,402,111 | 5,629 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,710,970 | 5,605 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,710,710 | 5,430 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,507,903 | 5,415 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,284,921 | 5,115 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,437,960 | 5,017 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,887,141 | 4,939 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,280,382 | 4,882 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,185,195 | 4,804 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,088,076 | 4,607 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,743,396 | 4,263 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,993,445 | 4,330 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,035,575 | 4,306 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,022,338 | 4,157 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,573,359 | 4,073 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,664,805 | 3,872 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,553,286 | 3,519 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $389,529 | 1,096 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $445,524 | 1,291 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $477,477 | 1,262 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $428,989 | 1,161 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $785,215 | 2,212 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $723,249 | 1,887 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,036,737 | 2,841 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,024,984 | 3,024 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||