Position in LMT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,094,090
-$917,172 QoQ
Shares Held
9,999
+0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#581
of 2,767 holders
Holding Since
Dec 2020
21 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, 2026Concord Wealth Partners holds $8,438,914 across 30 Aerospace & Defense names. LMT ranks #1 (60.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
9,999 | $5,094,090 | |
| 2 | RTX |
RTX Corp
|
12,909 | $2,449,224 | |
| 3 | GE |
General Electric Co
|
763 | $285,155 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
714 | $157,651 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
444 | $129,021 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
503 | $85,942 | |
| 7 | BA |
Boeing Co
|
287 | $62,126 | |
| 8 | PKE |
Park Aerospace Corp
|
910 | $34,725 |
All Filings in LMT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,094,090 | 9,999 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,011,262 | 9,946 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,457,019 | 9,215 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,384,561 | 8,783 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,878,797 | 8,375 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,740,302 | 8,373 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,037,125 | 6,250 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,234,006 | 2,111 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,001,929 | 2,145 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,052,114 | 2,313 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $728,321 | 1,582 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $478,402 | 1,012 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $683,031 | 1,404 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $677,938 | 1,755 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $726,632 | 1,690 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $698,294 | 1,582 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $545,554 | 1,535 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $261,585 | 758 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $477,856 | 1,263 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $454,854 | 1,231 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $55,376 | 156 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||