Position in LMT
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,301,853
+$503,801 QoQ
Shares Held
2,154
+30.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 90%
None 10%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $14,680,507 across 18 Aerospace & Defense names. LMT ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
16,221 | $3,129,027 | |
| 2 | GE |
General Electric Co
|
9,485 | $2,691,553 | |
| 3 | BA |
Boeing Co
|
6,784 | $1,350,216 | |
| 4 | LMT |
Lockheed Martin Corp
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|
2,154 | $1,301,853 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
1,510 | $1,030,180 | |
| 6 | GD |
General Dynamics Corp
|
2,959 | $1,015,585 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
2,742 | $946,398 | |
| 8 | HII |
Huntington Ingalls Industries, Inc.
|
1,196 | $454,359 |
All Filings in LMT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,301,853 | 2,154 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $798,052 | 1,650 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,021,879 | 2,047 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,049,935 | 2,267 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $470,382 | 1,053 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $512,664 | 1,055 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $662,304 | 1,133 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $476,441 | 1,020 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $296,120 | 651 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $295,059 | 651 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $280,137 | 685 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $331,013 | 719 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $409,856 | 867 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $538,055 | 1,106 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $363,110 | 940 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $289,793 | 674 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $391,080 | 886 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $277,930 | 782 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||