Sound View Wealth Advisors Group, LLC
Position in LMT — Lockheed Martin Corp
CIK 1784777
SAVANNAH, GA
Position in LMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,645,555
-$466,183 QoQ
Shares Held
3,230
-7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,057
of 2,760 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $20,721,838 across 13 Aerospace & Defense names. LMT ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
44,189 | $8,383,978 | |
| 2 | GD |
General Dynamics Corp
|
12,579 | $4,455,984 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
3,230 | $1,645,555 | |
| 4 | GE |
General Electric Co
|
3,989 | $1,490,808 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
1,759 | $895,876 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
3,496 | $772,895 | |
| 7 | CW |
Curtiss Wright Corp
|
990 | $750,182 | |
| 8 | BYRN |
Byrna Technologies Inc.
|
98,258 | $659,311 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,645,555 | 3,230 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,111,738 | 3,494 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,704,936 | 3,525 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,790,167 | 3,586 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,689,071 | 3,647 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,640,765 | 3,673 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,750,841 | 3,603 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,093,893 | 3,582 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,636,251 | 3,503 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,576,579 | 3,466 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,719,139 | 3,793 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,577,767 | 3,858 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,731,949 | 3,762 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,614,669 | 5,531 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,845,256 | 3,793 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $1,508,462 | 3,905 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,701,781 | 3,958 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,836,224 | 4,160 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,533,238 | 4,314 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,544,322 | 4,475 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,525,507 | 4,032 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $813,639 | 2,202 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $822,843 | 2,318 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $929,070 | 2,424 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $974,336 | 2,670 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $856,865 | 2,528 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||