Position in LMT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$52,983
-$28,005 QoQ
Shares Held
104
-22.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#407
of 438 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Activest Wealth Management holds $734,241 across 27 Aerospace & Defense names. LMT ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
1,640 | $280,210 | |
| 2 | RKLB |
Rocket Lab Corp
|
1,107 | $112,526 | |
| 3 | GE |
General Electric Co
|
215 | $80,351 | |
| 4 | BA |
Boeing Co
|
301 | $65,157 | |
| 5 | LMT |
Lockheed Martin Corp
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|
104 | $52,983 | |
| 6 | TXT |
Textron Inc
|
304 | $27,885 | |
| 7 | CW |
Curtiss Wright Corp
|
36 | $27,279 | |
| 8 | WWD |
Woodward, Inc.
|
48 | $20,421 |
All Filings in LMT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,983 | 104 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $80,988 | 134 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $59,975 | 124 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $81,371 | 163 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $103,280 | 223 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $35,736 | 80 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $62,686 | 129 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $89,437 | 153 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $34,098 | 73 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,364 | 3 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $29,460 | 65 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $2,044 | 5 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,301 | 5 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,363 | 5 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $2,149 | 5 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $2,207 | 5 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,421 | 4 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $2,760 | 8 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,513 | 4 | Shares | Sole | 2021-09-20 | |
| 2021-03-31 | $1,478 | 4 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||