Position in LMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$254,730
+$28,689 QoQ
Shares Held
500
+33.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,250
of 2,765 holders
Holding Since
Sep 2024
3 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, 2026Carson Advisory Inc. holds $4,087,785 across 7 Aerospace & Defense names. LMT ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
3,430 | $1,281,893 | |
| 2 | BA |
Boeing Co
|
5,055 | $1,094,255 | |
| 3 | RTX |
RTX Corp
|
3,360 | $637,492 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
663 | $337,672 | |
| 5 | LMT |
Lockheed Martin Corp
This page
|
500 | $254,730 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
863 | $250,779 | |
| 7 | GD |
General Dynamics Corp
|
652 | $230,964 |
All Filings in LMT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,730 | 500 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $226,041 | 374 | Shares | Sole | 2026-05-07 | |
| 2024-09-30 | $233,824 | 400 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||