Position in LMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$380,566
+$37,877 QoQ
Shares Held
747
+31.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,970
of 2,765 holders
Holding Since
Dec 2020
12 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, 2026RMR Wealth Builders holds $9,519,136 across 8 Aerospace & Defense names. LMT ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
14,450 | $5,400,398 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
5,337 | $911,879 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
3,787 | $836,169 | |
| 4 | RTX |
RTX Corp
|
3,824 | $725,527 | |
| 5 | AXON |
Axon Enterprise, Inc.
|
1,020 | $571,822 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
1,470 | $427,167 | |
| 7 | LMT |
Lockheed Martin Corp
This page
|
747 | $380,566 | |
| 8 | BA |
Boeing Co
|
1,227 | $265,608 |
All Filings in LMT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,566 | 747 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $342,689 | 567 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $261,665 | 541 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,317,332 | 4,642 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,032,721 | 4,389 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,672,035 | 3,743 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,518,076 | 3,124 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,653,135 | 2,828 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,344,313 | 2,878 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,075,767 | 2,365 | Shares | Sole | 2024-04-15 | |
| 2021-03-31 | $75,378 | 204 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $23,428 | 66 | Shares | Sole | 2021-02-26 | |
| No filing history on record for this holder in this stock. | ||||||