Position in LMT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$951,161
+$306,277 QoQ
Shares Held
1,867
+75.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,350
of 2,776 holders
Holding Since
Mar 2020
19 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, 2026SkyOak Wealth, LLC holds $4,491,208 across 9 Aerospace & Defense names. LMT ranks #1 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
1,867 | $951,161 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
1,615 | $822,535 | |
| 3 | RTX |
RTX Corp
|
4,265 | $809,198 | |
| 4 | ESLT |
Elbit Systems Ltd
|
700 | $531,104 | |
| 5 | AVAV |
AeroVironment Inc
|
3,000 | $495,210 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
1,774 | $303,105 | |
| 7 | BA |
Boeing Co
|
1,162 | $251,538 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
373 | $209,107 |
All Filings in LMT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $951,161 | 1,867 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $644,884 | 1,067 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $990,556 | 2,048 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $766,287 | 1,535 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,121,725 | 2,422 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $635,221 | 1,422 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $232,765 | 479 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $280,588 | 480 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $224,208 | 480 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $627,720 | 1,380 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $308,203 | 680 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $413,049 | 1,010 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $464,983 | 1,010 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $429,711 | 909 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $233,028 | 479 | Shares | Sole | 2023-01-26 | |
| 2022-06-30 | $205,950 | 479 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $237,031 | 537 | Shares | Sole | 2022-04-18 | |
| 2021-06-30 | $203,173 | 537 | Shares | Sole | 2021-07-19 | |
| 2020-03-31 | $403,350 | 1,190 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||