Position in LMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,527,940
-$512,141 QoQ
Shares Held
4,962
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#856
of 2,765 holders
Holding Since
Dec 2021
19 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, 2026Performance Wealth Partners, LLC holds $12,657,335 across 8 Aerospace & Defense names. LMT ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
18,484 | $6,908,025 | |
| 2 | LMT |
Lockheed Martin Corp
This page
|
4,962 | $2,527,940 | |
| 3 | GD |
General Dynamics Corp
|
2,172 | $769,409 | |
| 4 | BA |
Boeing Co
|
3,481 | $753,532 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
3,505 | $598,864 | |
| 6 | RTX |
RTX Corp
|
2,720 | $516,065 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
540 | $302,729 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
1,270 | $280,771 |
All Filings in LMT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,527,940 | 4,962 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,040,081 | 5,030 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,350,152 | 4,859 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $436,309 | 874 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $404,784 | 874 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $394,891 | 884 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $479,622 | 987 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $540,133 | 924 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $365,272 | 782 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $394,827 | 868 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $363,498 | 802 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $319,806 | 782 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $360,017 | 782 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $369,674 | 782 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $387,246 | 796 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $336,072 | 870 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $374,065 | 870 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $343,850 | 779 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $419,028 | 1,179 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||