Position in LMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$981,729
-$182,930 QoQ
Shares Held
1,927
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,324
of 2,765 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Powell Investment Advisors, LLC holds $1,762,639 across 3 Aerospace & Defense names. LMT ranks #1 (55.7% of the industry book) .
All Filings in LMT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $981,729 | 1,927 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,164,659 | 1,927 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $932,032 | 1,927 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $961,977 | 1,927 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $341,334 | 737 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $329,225 | 737 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $358,137 | 737 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $430,820 | 737 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $344,252 | 737 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $335,239 | 737 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $334,037 | 737 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $301,403 | 737 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $339,300 | 737 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $348,402 | 737 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $358,543 | 737 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $284,695 | 737 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $257,546 | 599 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $264,398 | 599 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $212,890 | 599 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $246,056 | 713 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $269,763 | 713 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $263,453 | 713 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $253,100 | 713 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $273,278 | 713 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $288,651 | 791 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $268,109 | 791 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||