Position in LMT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,488,132
-$390,915 QoQ
Shares Held
2,921
-6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#118
of 438 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 61.62273194111606.ToString("F0")%
Shared 0.ToString("F0")%
None 38.37726805888394.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Brown Miller Wealth Management, LLC holds $10,328,661 across 8 Aerospace & Defense names. LMT ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
18,985 | $3,602,023 | |
| 2 | GD |
General Dynamics Corp
|
8,972 | $3,178,241 | |
| 3 | LMT |
Lockheed Martin Corp
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|
2,921 | $1,488,132 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
2,001 | $537,988 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
2,516 | $489,739 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
2,322 | $396,736 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
1,583 | $349,526 | |
| 8 | GE |
General Electric Co
|
766 | $286,276 |
All Filings in LMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,488,132 | 2,921 | Shares | Other | 2026-07-16 | |
| 2026-03-31 | $1,879,047 | 3,109 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,508,082 | 3,118 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $1,566,520 | 3,138 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $1,448,701 | 3,128 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $1,411,603 | 3,160 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $563,690 | 1,160 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||