Position in LMT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$762,661
-$159,638 QoQ
Shares Held
1,497
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,487
of 2,760 holders
Holding Since
Dec 2020
23 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, 2026Legacy Wealth Asset Management, LLC holds $12,299,182 across 14 Aerospace & Defense names. LMT ranks #8 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CW |
Curtiss Wright Corp
|
3,300 | $2,500,608 | |
| 2 | EMBJ |
Embraer S.A.
|
20,848 | $1,330,102 | |
| 3 | BA |
Boeing Co
|
5,494 | $1,189,286 | |
| 4 | RTX |
RTX Corp
|
5,591 | $1,060,780 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
5,227 | $1,017,435 | |
| 6 | CAE |
Cae Inc
|
30,783 | $771,421 | |
| 7 | GD |
General Dynamics Corp
|
2,170 | $768,700 | |
| 8 | LMT |
Lockheed Martin Corp
This page
|
1,497 | $762,661 |
All Filings in LMT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $762,661 | 1,497 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $922,299 | 1,526 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $740,982 | 1,532 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $752,309 | 1,507 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $682,668 | 1,474 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $658,450 | 1,474 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $730,853 | 1,504 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $900,222 | 1,540 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $728,676 | 1,560 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $725,517 | 1,595 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $704,788 | 1,555 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $635,523 | 1,554 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $715,430 | 1,554 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $737,458 | 1,560 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $765,735 | 1,574 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $612,269 | 1,585 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,053,402 | 2,450 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,103,500 | 2,500 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $855,471 | 2,407 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $711,941 | 2,063 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $752,916 | 1,990 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $703,528 | 1,904 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $623,699 | 1,757 | Shares | Sole | 2021-03-25 | |
| No filing history on record for this holder in this stock. | ||||||