Position in LMT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$72,852
+$43,842 QoQ
Shares Held
143
+197.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,570
of 2,767 holders
Holding Since
Dec 2021
19 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, 2026Beaird Harris Wealth Management, LLC holds $444,167 across 12 Aerospace & Defense names. LMT ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
716 | $135,846 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
316 | $91,826 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
143 | $72,852 | |
| 4 | BA |
Boeing Co
|
328 | $71,002 | |
| 5 | HII |
Huntington Ingalls Industries, Inc.
|
125 | $34,986 | |
| 6 | GE |
General Electric Co
|
50 | $18,686 | |
| 7 | HEI |
Heico Corp
|
23 | $8,192 | |
| 8 | TDG |
TransDigm Group INC
|
5 | $6,660 |
All Filings in LMT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,852 | 143 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $29,010 | 48 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $23,216 | 48 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $37,939 | 76 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $36,124 | 78 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $32,609 | 73 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $35,473 | 73 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $86,514 | 148 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $23,355 | 50 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $10,007 | 22 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,237 | 27 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $9,406 | 23 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $8,286 | 18 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $8,509 | 18 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $48,649 | 100 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,953 | 18 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $7,739 | 18 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $13,242 | 30 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $355 | 1 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||