Position in LMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$476,854
-$120,887 QoQ
Shares Held
936
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#254
of 438 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 27.24358974358974.ToString("F0")%
Shared 0.ToString("F0")%
None 72.75641025641025.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026MBL Wealth, LLC holds $6,426,105 across 9 Aerospace & Defense names. LMT ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
11,424 | $2,167,474 | |
| 2 | GE |
General Electric Co
|
4,811 | $1,798,014 | |
| 3 | HEI |
Heico Corp
|
1,749 | $622,976 | |
| 4 | GD |
General Dynamics Corp
|
1,617 | $572,806 | |
| 5 | LMT |
Lockheed Martin Corp
This page
|
936 | $476,854 | |
| 6 | BA |
Boeing Co
|
1,286 | $278,380 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
806 | $234,215 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
1,033 | $228,086 |
All Filings in LMT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,854 | 936 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $597,741 | 989 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $369,040 | 763 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $391,879 | 785 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $266,768 | 576 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $234,969 | 526 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $260,463 | 536 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $316,831 | 542 | Shares | Sole | 2025-01-08 | |
| 2024-06-30 | $250,365 | 536 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $234,712 | 516 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $238,404 | 526 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $459,670 | 1,124 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $587,905 | 1,277 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $405,129 | 857 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $402,813 | 828 | Shares | Defined | 2023-01-12 | |
| 2022-09-30 | $305,941 | 792 | Shares | Defined | 2023-01-12 | |
| 2022-06-30 | $251,526 | 585 | Shares | Defined | 2023-01-12 | |
| 2022-03-31 | $212,754 | 482 | Shares | Sole | 2022-05-02 | |
| 2021-03-31 | $371,717 | 1,006 | Shares | Defined | 2021-05-27 | |
| No filing history on record for this holder in this stock. | ||||||