Position in LMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$614,408
-$110,255 QoQ
Shares Held
1,206
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,625
of 2,767 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, 2026SOA Wealth Advisors, LLC. holds $4,783,854 across 14 Aerospace & Defense names. LMT ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
|
8,868 | $2,384,250 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
5,229 | $893,426 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
1,206 | $614,408 | |
| 4 | GE |
General Electric Co
|
1,026 | $383,446 | |
| 5 | BA |
Boeing Co
|
1,353 | $292,883 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
314 | $69,331 | |
| 7 | TXT |
Textron Inc
|
439 | $40,269 | |
| 8 | ARXS |
Arxis, Inc.
|
600 | $27,684 |
All Filings in LMT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,408 | 1,206 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $724,663 | 1,199 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $577,018 | 1,193 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $591,563 | 1,185 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $545,578 | 1,178 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $541,412 | 1,212 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $585,071 | 1,204 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $699,133 | 1,196 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $555,849 | 1,190 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $534,472 | 1,175 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $537,542 | 1,186 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $485,026 | 1,186 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $547,391 | 1,189 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $558,294 | 1,181 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $568,220 | 1,168 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $451,573 | 1,169 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $463,066 | 1,077 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $482,008 | 1,092 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $385,975 | 1,086 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $372,017 | 1,078 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $432,454 | 1,143 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $462,244 | 1,251 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $445,144 | 1,254 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||