Position in LMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$352,546
-$8,879 QoQ
Shares Held
692
+15.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,019
of 2,765 holders
Holding Since
Jun 2020
24 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, 2026Souders Financial Advisors holds $11,480,940 across 9 Aerospace & Defense names. LMT ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
12,218 | $4,566,233 | |
| 2 | RTX |
RTX Corp
|
20,023 | $3,798,963 | |
| 3 | TDG |
TransDigm Group INC
|
771 | $1,027,002 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
1,014 | $516,440 | |
| 5 | BA |
Boeing Co
|
2,025 | $438,351 | |
| 6 | GD |
General Dynamics Corp
|
999 | $353,885 | |
| 7 | LMT |
Lockheed Martin Corp
This page
|
692 | $352,546 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
1,302 | $222,459 |
All Filings in LMT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,546 | 692 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $361,425 | 598 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $256,345 | 530 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $250,104 | 501 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $231,106 | 499 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $220,674 | 494 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $225,476 | 464 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $268,313 | 459 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $213,931 | 458 | Shares | Sole | 2024-08-28 | |
| 2024-03-31 | $204,236 | 449 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $207,583 | 458 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $649,837 | 1,589 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $976,465 | 2,121 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,011,169 | 2,139 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,030,385 | 2,118 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $825,501 | 2,137 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $683,206 | 1,589 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $211,872 | 480 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $205,426 | 578 | Shares | Sole | 2022-02-04 | |
| 2021-06-30 | $849,017 | 2,244 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $786,296 | 2,128 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $210,503 | 593 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $229,201 | 598 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $217,127 | 595 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||