Position in LMT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,902,015
+$459,228 QoQ
Shares Held
3,147
+5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026Leo Wealth, LLC holds $6,403,060 across 9 Aerospace & Defense names. LMT ranks #1 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
3,147 | $1,902,015 | |
| 2 | GE |
General Electric Co
|
4,294 | $1,218,508 | |
| 3 | RTX |
RTX Corp
|
4,544 | $876,537 | |
| 4 | BA |
Boeing Co
|
3,249 | $646,648 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
1,355 | $467,678 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
899 | $381,796 | |
| 7 | TDG |
TransDigm Group INC
|
294 | $340,734 | |
| 8 | GD |
General Dynamics Corp
|
970 | $332,923 |
All Filings in LMT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,902,015 | 3,147 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,442,787 | 2,983 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $210,666 | 422 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,603,853 | 3,463 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $846,068 | 1,894 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,110,372 | 2,285 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $734,207 | 1,256 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $587,611 | 1,258 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $533,562 | 1,173 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $548,873 | 1,211 | Shares | Sole | 2024-03-14 | |
| No filing history on record for this holder in this stock. | ||||||