Position in LMT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$601,162
-$351,961 QoQ
Shares Held
1,180
-25.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,640
of 2,767 holders
Holding Since
Dec 2020
23 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, 2026Accel Wealth Management holds $6,244,032 across 8 Aerospace & Defense names. LMT ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
13,607 | $2,581,656 | |
| 2 | RKLB |
Rocket Lab Corp
|
8,776 | $892,080 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
1,180 | $601,162 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
1,140 | $580,613 | |
| 5 | GD |
General Dynamics Corp
|
1,376 | $487,434 | |
| 6 | WWD |
Woodward, Inc.
|
963 | $409,698 | |
| 7 | BA |
Boeing Co
|
1,868 | $404,365 | |
| 8 | GE |
General Electric Co
|
768 | $287,024 |
All Filings in LMT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $601,162 | 1,180 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $953,123 | 1,577 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $777,741 | 1,608 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $778,767 | 1,560 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $670,626 | 1,448 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $501,655 | 1,123 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $544,738 | 1,121 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $700,887 | 1,199 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $582,940 | 1,248 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $564,493 | 1,241 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $377,548 | 833 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $319,806 | 782 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $360,937 | 784 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $360,220 | 762 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $390,651 | 803 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $309,032 | 800 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $406,312 | 945 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $410,943 | 931 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $329,465 | 927 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $280,911 | 814 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $306,463 | 810 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $297,817 | 806 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $323,741 | 912 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||