Position in LMT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,145,915
+$368,139 QoQ
Shares Held
6,175
+34.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#774
of 2,765 holders
Holding Since
Dec 2024
7 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, 2026Zhang Financial LLC holds $8,949,794 across 9 Aerospace & Defense names. LMT ranks #1 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
6,175 | $3,145,915 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
5,685 | $1,255,248 | |
| 3 | RTX |
RTX Corp
|
6,099 | $1,157,163 | |
| 4 | GE |
General Electric Co
|
2,722 | $1,017,293 | |
| 5 | BA |
Boeing Co
|
3,260 | $705,692 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
3,750 | $640,725 | |
| 7 | TDG |
TransDigm Group INC
|
398 | $530,151 | |
| 8 | GD |
General Dynamics Corp
|
752 | $266,388 |
All Filings in LMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,145,915 | 6,175 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,777,776 | 4,596 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,195,861 | 4,540 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,073,718 | 4,154 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,393,588 | 3,009 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,348,617 | 3,019 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,000,550 | 2,059 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||