Position in LMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$612,370
-$121,963 QoQ
Shares Held
1,202
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,627
of 2,765 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $5,265,180 across 8 Aerospace & Defense names. LMT ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
8,638 | $1,638,887 | |
| 2 | BA |
Boeing Co
|
4,726 | $1,023,037 | |
| 3 | GE |
General Electric Co
|
2,319 | $866,679 | |
| 4 | LMT |
Lockheed Martin Corp
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|
1,202 | $612,370 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
1,219 | $354,229 | |
| 6 | GD |
General Dynamics Corp
|
801 | $283,746 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
1,241 | $274,360 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
416 | $211,872 |
All Filings in LMT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,370 | 1,202 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $734,333 | 1,215 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $577,501 | 1,194 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $589,067 | 1,180 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $559,936 | 1,209 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $545,432 | 1,221 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $664,279 | 1,367 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $694,457 | 1,188 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $534,829 | 1,145 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $514,457 | 1,131 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $506,722 | 1,118 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $455,581 | 1,114 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $517,467 | 1,124 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $469,420 | 993 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $437,354 | 899 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $351,910 | 911 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $439,419 | 1,022 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $793,195 | 1,797 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $608,817 | 1,713 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||