Foster Victor Wealth Advisors, LLC
Position in LMT — Lockheed Martin Corp
CIK 1769063
GREENVILLE, SC
Position in LMT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$16,959,413
-$92,846 QoQ
Shares Held
33,289
+18.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#271
of 2,765 holders
Holding Since
Sep 2022
16 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, 2026Foster Victor Wealth Advisors, LLC holds $44,452,605 across 8 Aerospace & Defense names. LMT ranks #1 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
33,289 | $16,959,413 | |
| 2 | BA |
Boeing Co
|
57,350 | $12,414,554 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
38,216 | $11,105,187 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
10,823 | $1,849,217 | |
| 5 | GE |
General Electric Co
|
2,699 | $1,008,697 | |
| 6 | RTX |
RTX Corp
|
3,311 | $628,196 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
1,113 | $245,750 | |
| 8 | GD |
General Dynamics Corp
|
682 | $241,591 |
All Filings in LMT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,959,413 | 33,289 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $17,052,259 | 28,214 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $14,320,017 | 29,607 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $15,003,756 | 30,055 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $12,622,880 | 27,255 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $11,492,061 | 25,726 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $11,322,402 | 23,300 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $11,021,878 | 18,855 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $7,169,050 | 15,348 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $589,056 | 1,295 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $601,902 | 1,328 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $545,552 | 1,334 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $668,471 | 1,452 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $626,367 | 1,325 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $648,491 | 1,333 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $514,151 | 1,331 | Shares | Sole | 2022-10-24 | |
| No filing history on record for this holder in this stock. | ||||||