Position in LMT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,146,285
-$15,352 QoQ
Shares Held
2,250
+17.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,242
of 2,765 holders
Holding Since
Jun 2022
17 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, 2026Everhart Financial Group, Inc. holds $13,782,035 across 11 Aerospace & Defense names. LMT ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
12,771 | $4,772,905 | |
| 2 | RTX |
RTX Corp
|
13,351 | $2,533,085 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
5,365 | $1,442,433 | |
| 4 | BA |
Boeing Co
|
6,255 | $1,354,019 | |
| 5 | LMT |
Lockheed Martin Corp
This page
|
2,250 | $1,146,285 | |
| 6 | TDG |
TransDigm Group INC
|
730 | $972,389 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
746 | $379,945 | |
| 8 | GD |
General Dynamics Corp
|
920 | $325,900 |
All Filings in LMT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,146,285 | 2,250 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,161,637 | 1,922 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $851,742 | 1,761 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $892,587 | 1,788 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $741,950 | 1,602 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $655,770 | 1,468 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $656,019 | 1,350 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,041,685 | 1,782 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $600,690 | 1,286 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $512,183 | 1,126 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $446,441 | 985 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $368,064 | 900 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $449,791 | 977 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $434,911 | 920 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $401,354 | 825 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $382,040 | 989 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $395,563 | 920 | Shares | Sole | 2022-07-12 | |
| No filing history on record for this holder in this stock. | ||||||