Position in LMT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,711,276
-$32,993 QoQ
Shares Held
3,359
+16.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,036
of 2,765 holders
Holding Since
Dec 2021
19 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, 2026Thrive Wealth Management, LLC holds $7,060,089 across 7 Aerospace & Defense names. LMT ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOAR |
Loar Holdings Inc.
|
35,814 | $2,886,966 | |
| 2 | LMT |
Lockheed Martin Corp
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|
3,359 | $1,711,276 | |
| 3 | RTX |
RTX Corp
|
4,411 | $836,899 | |
| 4 | GD |
General Dynamics Corp
|
1,836 | $650,384 | |
| 5 | GE |
General Electric Co
|
1,461 | $546,019 | |
| 6 | BA |
Boeing Co
|
1,018 | $220,366 | |
| 7 | RKLB |
Rocket Lab Corp
|
2,048 | $208,179 |
All Filings in LMT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,711,276 | 3,359 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,744,269 | 2,886 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,780,389 | 3,681 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,870,539 | 3,747 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,681,198 | 3,630 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,613,069 | 3,611 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,866,495 | 3,841 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,204,375 | 3,771 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,777,315 | 3,805 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,699,394 | 3,736 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,675,628 | 3,697 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,507,426 | 3,686 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,686,832 | 3,664 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,722,155 | 3,643 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,702,715 | 3,500 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,584,947 | 4,103 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,703,071 | 3,961 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,756,772 | 3,980 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,420,573 | 3,997 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||