Position in LMT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,368,409
-$453,222 QoQ
Shares Held
2,686
-10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,153
of 2,765 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Bison Wealth, LLC holds $5,698,212 across 7 Aerospace & Defense names. LMT ranks #1 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
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|
2,686 | $1,368,409 | |
| 2 | GE |
General Electric Co
|
3,238 | $1,210,137 | |
| 3 | BA |
Boeing Co
|
4,174 | $903,545 | |
| 4 | RTX |
RTX Corp
|
4,144 | $786,241 | |
| 5 | GD |
General Dynamics Corp
|
1,760 | $623,462 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
881 | $448,702 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
1,231 | $357,716 |
All Filings in LMT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,368,409 | 2,686 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,821,631 | 3,014 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,575,796 | 3,258 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $1,532,075 | 3,069 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,488,068 | 3,213 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,060,489 | 2,374 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||