Position in LMT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$476,854
-$86,437 QoQ
Shares Held
936
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,799
of 2,767 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Wealth Dimensions Group, Ltd. holds $5,144,635 across 7 Aerospace & Defense names. LMT ranks #2 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
8,654 | $3,234,259 | |
| 2 | LMT |
Lockheed Martin Corp
This page
|
936 | $476,854 | |
| 3 | RTX |
RTX Corp
|
2,175 | $412,662 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
2,006 | $342,745 | |
| 5 | GD |
General Dynamics Corp
|
738 | $261,429 | |
| 6 | BA |
Boeing Co
|
1,000 | $216,470 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
689 | $200,216 |
All Filings in LMT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,854 | 936 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $563,291 | 932 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $465,774 | 963 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $707,380 | 1,417 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $664,605 | 1,435 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $653,536 | 1,463 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $637,553 | 1,312 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $817,799 | 1,399 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $652,071 | 1,396 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $725,517 | 1,595 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $724,277 | 1,598 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $657,198 | 1,607 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $667,551 | 1,450 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $683,567 | 1,446 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $752,113 | 1,546 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $596,045 | 1,543 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $664,288 | 1,545 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $680,197 | 1,541 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $460,966 | 1,297 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $414,465 | 1,201 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $448,344 | 1,185 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $444,139 | 1,202 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $426,685 | 1,202 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||