Position in LMT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,396,060
+$1,095,148 QoQ
Shares Held
6,666
+75.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#746
of 2,765 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Simplicity Wealth,LLC holds $37,999,008 across 13 Aerospace & Defense names. LMT ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
93,099 | $17,663,673 | |
| 2 | GD |
General Dynamics Corp
|
17,930 | $6,351,523 | |
| 3 | LMT |
Lockheed Martin Corp
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|
6,666 | $3,396,060 | |
| 4 | GE |
General Electric Co
|
6,901 | $2,579,110 | |
| 5 | BA |
Boeing Co
|
10,623 | $2,299,560 | |
| 6 | AVAV |
AeroVironment Inc
|
9,611 | $1,586,487 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
6,411 | $1,095,383 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
3,861 | $1,038,068 |
All Filings in LMT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,396,060 | 6,666 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,300,912 | 3,807 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,886,313 | 3,900 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,085,699 | 4,178 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,152,050 | 8,965 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,281,794 | 5,108 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $730,367 | 1,503 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,503,085 | 4,282 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $4,905,017 | 10,501 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,696,987 | 10,326 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $594,197 | 1,311 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||