Position in LMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$530,347
-$103,658 QoQ
Shares Held
1,041
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,729
of 2,776 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Beacon Financial Advisory LLC holds $4,536,923 across 9 Aerospace & Defense names. LMT ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
3,055 | $1,141,745 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
2,064 | $1,051,215 | |
| 3 | LMT |
Lockheed Martin Corp
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|
1,041 | $530,347 | |
| 4 | BWXT |
BWX Technologies, Inc.
|
2,487 | $484,094 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
2,467 | $421,511 | |
| 6 | CW |
Curtiss Wright Corp
|
329 | $249,303 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
871 | $234,177 | |
| 8 | RKLB |
Rocket Lab Corp
|
2,199 | $223,528 |
All Filings in LMT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,347 | 1,041 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $634,005 | 1,049 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $487,539 | 1,008 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $516,682 | 1,035 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $474,255 | 1,024 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $436,882 | 978 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $482,052 | 992 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $570,530 | 976 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $463,363 | 992 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||