Position in LMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,302,669
-$1,944,763 QoQ
Shares Held
16,297
-3.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#432
of 2,721 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, 2026HB Wealth Management, LLC holds $105,325,538 across 24 Aerospace & Defense names. LMT ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
162,986 | $30,923,333 | |
| 2 | GD |
General Dynamics Corp
|
46,647 | $16,524,233 | |
| 3 | GE |
General Electric Co
|
42,701 | $15,958,644 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
16,297 | $8,302,669 | |
| 5 | TDG |
TransDigm Group INC
|
4,956 | $6,601,590 | |
| 6 | BA |
Boeing Co
|
30,472 | $6,596,273 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
14,729 | $4,280,100 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
7,575 | $3,858,023 |
All Filings in LMT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,302,669 | 16,297 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $10,247,432 | 16,955 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,830,617 | 16,190 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,417,761 | 14,859 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,110,125 | 15,352 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,186,933 | 13,850 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,086,398 | 12,525 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,986,661 | 11,952 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,329,611 | 11,410 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,933,065 | 10,845 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,935,783 | 10,890 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $4,302,259 | 10,520 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,944,941 | 10,741 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $4,878,100 | 10,319 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $5,065,333 | 10,412 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,960,245 | 10,252 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,224,270 | 7,499 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,415,782 | 5,473 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,827,162 | 5,141 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||