Position in LMT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$145,705
-$24,128 QoQ
Shares Held
286
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,328
of 1,477 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, 2026Avion Wealth holds $3,995,828 across 38 Aerospace & Defense names. LMT ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
12,690 | $2,747,004 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
2,292 | $391,611 | |
| 3 | RTX |
RTX Corp
|
1,637 | $310,588 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
286 | $145,705 | |
| 5 | GE |
General Electric Co
|
368 | $137,532 | |
| 6 | RKLB |
Rocket Lab Corp
|
616 | $62,616 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
124 | $33,338 | |
| 8 | GD |
General Dynamics Corp
|
61 | $21,608 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,705 | 286 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $169,833 | 281 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $131,074 | 271 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $137,282 | 275 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $128,752 | 278 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $121,058 | 271 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $131,689 | 271 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $157,831 | 270 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $124 | 267 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $120 | 262 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $115 | 254 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $511 | 253 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $113 | 247 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $119 | 246 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $94 | 244 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $94,254 | 244 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $104,910 | 244 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $107,701 | 244 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $86,720 | 244 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $84,204 | 244 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $92,317 | 244 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $115,653 | 313 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $110,753 | 312 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $121,883 | 318 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $116,044 | 318 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $107,786 | 318 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||