Position in LMT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,078,227
-$1,004,088 QoQ
Shares Held
8,005
-4.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#666
of 2,760 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $54,234,003 across 20 Aerospace & Defense names. LMT ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
71,822 | $13,626,788 | |
| 2 | GE |
General Electric Co
|
21,722 | $8,118,163 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
18,769 | $5,046,233 | |
| 4 | BA |
Boeing Co
|
20,589 | $4,456,900 | |
| 5 | LMT |
Lockheed Martin Corp
This page
|
8,005 | $4,078,227 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
22,012 | $3,760,970 | |
| 7 | HEI |
Heico Corp
|
9,658 | $3,440,083 | |
| 8 | GD |
General Dynamics Corp
|
8,894 | $3,150,610 |
All Filings in LMT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,078,227 | 8,005 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,082,315 | 8,409 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,135,378 | 8,550 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $4,235,297 | 8,484 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,270,312 | 4,902 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,980,265 | 4,433 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,158,610 | 6,500 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,090,166 | 6,997 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,721,324 | 5,826 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,281,236 | 9,412 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,140,800 | 9,136 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,211,971 | 7,854 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,195,606 | 2,597 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,944,635 | 6,229 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,791,479 | 5,738 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $939,457 | 2,432 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $926,133 | 2,154 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $963,134 | 2,182 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $836,279 | 2,353 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||