Position in LMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$48,066,022
-$5,369,306 QoQ
Shares Held
94,347
+6.7% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#146
of 2,765 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $97,828,762 across 22 Aerospace & Defense names. LMT ranks #1 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
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|
94,347 | $48,066,022 | |
| 2 | HWM |
Howmet Aerospace Inc.
|
36,425 | $9,793,225 | |
| 3 | RTX |
RTX Corp
|
40,818 | $7,744,399 | |
| 4 | GE |
General Electric Co
|
17,256 | $6,449,084 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
21,077 | $4,659,703 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
7,166 | $4,017,331 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
7,068 | $3,599,803 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
11,056 | $3,212,763 |
All Filings in LMT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,066,022 | 94,347 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $53,435,328 | 88,412 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $39,511,002 | 81,690 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $28,870,312 | 57,832 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $24,011,493 | 51,845 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $22,114,825 | 49,506 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $22,812,939 | 46,946 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $25,500,845 | 43,624 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $17,625,084 | 37,733 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $16,750,587 | 36,825 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $15,562,448 | 34,336 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $13,057,274 | 31,928 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $13,031,055 | 28,305 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,837,455 | 27,156 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $11,961,816 | 24,588 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,031,846 | 23,381 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,731,714 | 22,634 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $8,754,727 | 19,834 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,171,339 | 17,364 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,517,458 | 15,988 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,875,397 | 15,529 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $5,191,475 | 14,050 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,408,205 | 3,967 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||