Position in LMT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,438,205
-$248,043 QoQ
Shares Held
2,823
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#1,122
of 2,760 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026GoalVest Advisory LLC holds $4,694,109 across 14 Aerospace & Defense names. LMT ranks #2 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
7,174 | $2,681,139 | |
| 2 | LMT |
Lockheed Martin Corp
This page
|
2,823 | $1,438,205 | |
| 3 | PL |
Planet Labs PBC
|
5,989 | $198,415 | |
| 4 | GD |
General Dynamics Corp
|
345 | $122,212 | |
| 5 | RTX |
RTX Corp
|
388 | $73,615 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
203 | $58,989 | |
| 7 | BA |
Boeing Co
|
232 | $50,221 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
68 | $34,633 |
All Filings in LMT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,438,205 | 2,823 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,686,248 | 2,790 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,596,111 | 3,300 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,884,018 | 3,774 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,608,022 | 3,472 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,518,814 | 3,400 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $1,252,267 | 2,577 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,550,253 | 2,652 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,214,460 | 2,600 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,259,989 | 2,770 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,120,409 | 2,472 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $878,855 | 2,149 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $904,186 | 1,964 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,405,426 | 2,973 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $1,423,469 | 2,926 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $1,080,453 | 2,797 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,311,378 | 3,050 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $891,186 | 2,019 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $1,551,991 | 4,102 | Shares | Sole | 2021-09-01 | |
| 2021-03-31 | $1,207,156 | 3,267 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $939,277 | 2,646 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||