Position in LMT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$427,946
-$145,620 QoQ
Shares Held
840
-11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#163
of 295 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 41.42857142857143.ToString("F0")%
Shared 0.ToString("F0")%
None 58.57142857142858.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Falcon Wealth Planning holds $131,065,156 across 7 Aerospace & Defense names. LMT ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRMN |
Karman Holdings Inc.
|
2,569,437 | $128,266,295 | |
| 2 | BA |
Boeing Co
|
3,386 | $732,967 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
987 | $502,688 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
840 | $427,946 | |
| 5 | CW |
Curtiss Wright Corp
|
534 | $404,643 | |
| 6 | RTX |
RTX Corp
|
1,948 | $369,594 | |
| 7 | GE |
General Electric Co
|
966 | $361,023 |
All Filings in LMT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,946 | 840 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $573,566 | 949 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $453,198 | 937 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $349,946 | 701 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $334,850 | 723 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $308,229 | 690 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $333,840 | 687 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $402,761 | 689 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $308,753 | 661 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $710,506 | 1,562 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||