Position in LMT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$770,812
-$104,344 QoQ
Shares Held
1,513
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,481
of 2,767 holders
Holding Since
Mar 2020
25 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, 2026Regent Peak Wealth Advisors LLC holds $4,794,404 across 8 Aerospace & Defense names. LMT ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
4,064 | $1,518,838 | |
| 2 | GD |
General Dynamics Corp
|
2,404 | $851,592 | |
| 3 | LMT |
Lockheed Martin Corp
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|
1,513 | $770,812 | |
| 4 | RTX |
RTX Corp
|
3,002 | $569,569 | |
| 5 | BA |
Boeing Co
|
1,625 | $351,763 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
1,027 | $276,119 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
482 | $245,487 | |
| 8 | MOG-A |
Moog Inc.
|
496 | $210,224 |
All Filings in LMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $770,812 | 1,513 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $875,156 | 1,448 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $695,033 | 1,437 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $775,273 | 1,553 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $706,248 | 1,581 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $781,391 | 1,608 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $934,711 | 1,599 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $801,543 | 1,716 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $846,058 | 1,860 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,804,649 | 6,188 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,378,920 | 5,817 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,672,966 | 5,806 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,904,453 | 6,144 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,809,479 | 5,775 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,120,732 | 5,490 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,355,320 | 5,478 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,783,027 | 6,305 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,079,148 | 5,850 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,542,006 | 7,366 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,749,847 | 7,268 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,416,899 | 6,541 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,901,982 | 5,358 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,035,600 | 5,311 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,848,319 | 5,065 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,465,619 | 4,324 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||