Position in LMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,044,393
-$414,000 QoQ
Shares Held
2,050
-15.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,286
of 2,766 holders
Holding Since
Mar 2020
25 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, 2026WEALTH ALLIANCE, LLC holds $9,112,238 across 12 Aerospace & Defense names. LMT ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
9,596 | $1,820,649 | |
| 2 | GE |
General Electric Co
|
4,022 | $1,503,142 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
2,050 | $1,044,393 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
1,965 | $1,000,794 | |
| 5 | GD |
General Dynamics Corp
|
1,980 | $701,395 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
1,163 | $651,989 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
2,528 | $558,890 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
3,254 | $555,978 |
All Filings in LMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,044,393 | 2,050 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,458,393 | 2,413 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,501,311 | 3,104 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,559,532 | 3,124 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,385,251 | 2,991 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,339,683 | 2,999 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $1,431,093 | 2,945 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,806,290 | 3,090 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $1,384,484 | 2,964 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,814,931 | 3,990 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,861,456 | 4,107 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,671,828 | 4,088 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,923,467 | 4,178 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,979,320 | 4,187 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,983,419 | 4,077 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,486,443 | 3,848 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $419,329 | 950 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $1,198,086 | 3,371 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $841,353 | 2,438 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $921,660 | 2,436 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $901,949 | 2,441 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $842,722 | 2,374 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $909,523 | 2,373 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $830,922 | 2,277 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $718,574 | 2,120 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||