Position in LMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$646,504
-$403,925 QoQ
Shares Held
1,269
-27.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,590
of 2,765 holders
Holding Since
Dec 2020
17 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, 202644 WEALTH MANAGEMENT LLC holds $8,348,738 across 10 Aerospace & Defense names. LMT ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
5,304 | $1,982,263 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
6,332 | $1,399,878 | |
| 3 | GD |
General Dynamics Corp
|
3,641 | $1,289,787 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
4,367 | $1,269,006 | |
| 5 | LMT |
Lockheed Martin Corp
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|
1,269 | $646,504 | |
| 6 | RTX |
RTX Corp
|
2,702 | $512,650 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
838 | $426,801 | |
| 8 | BA |
Boeing Co
|
1,454 | $314,747 |
All Filings in LMT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,504 | 1,269 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,050,429 | 1,738 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $676,654 | 1,399 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $865,630 | 1,734 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $324,121 | 667 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $472,324 | 808 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $4,775,521 | 10,373 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $4,857,773 | 10,276 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $4,843,007 | 9,955 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,519,488 | 9,111 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $3,594,035 | 8,359 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,557,684 | 8,060 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,952,035 | 8,306 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $2,480,578 | 7,188 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $2,570,888 | 6,795 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $2,089,153 | 5,654 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,240,988 | 6,313 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||