Position in LMT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$498,251
+$107,211 QoQ
Shares Held
978
+51.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,775
of 2,776 holders
Holding Since
Dec 2023
11 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, 2026KFA Private Wealth Group, LLC holds $1,974,765 across 6 Aerospace & Defense names. LMT ranks #1 (25.2% of the industry book) .
All Filings in LMT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,251 | 978 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $391,040 | 647 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $299,391 | 619 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $336,966 | 675 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $309,377 | 668 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $304,209 | 681 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $325,579 | 670 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $391,655 | 670 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $306,884 | 657 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $217,882 | 479 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $214,835 | 474 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||