Position in LMT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,061,275
-$414,910 QoQ
Shares Held
4,046
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#948
of 2,760 holders
Holding Since
Jun 2022
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, 2026Carolina Wealth Advisors, LLC holds $2,176,279 across 8 Aerospace & Defense names. LMT ranks #1 (94.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
4,046 | $2,061,275 | |
| 2 | RTX |
RTX Corp
|
170 | $32,254 | |
| 3 | BWXT |
BWX Technologies, Inc.
|
112 | $21,800 | |
| 4 | GD |
General Dynamics Corp
|
40 | $14,169 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
52 | $13,980 | |
| 6 | GE |
General Electric Co
|
32 | $11,959 | |
| 7 | TDG |
TransDigm Group INC
|
8 | $10,656 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
20 | $10,186 |
All Filings in LMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,061,275 | 4,046 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,476,185 | 4,097 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $54,654 | 113 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $56,410 | 113 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $9,262 | 20 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $8,934 | 20 | Shares | Sole | 2025-04-24 | |
| 2022-06-30 | $0 | 0 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||