Position in LMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,110,113
-$231,028 QoQ
Shares Held
2,179
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,250
of 2,760 holders
Holding Since
Dec 2022
14 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 Jun 30, 2026SageView Advisory Group, LLC holds $14,899,555 across 15 Aerospace & Defense names. LMT ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
10,591 | $3,958,174 | |
| 2 | RTX |
RTX Corp
|
9,532 | $1,808,506 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
5,646 | $1,517,983 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
5,107 | $1,484,043 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
2,352 | $1,197,897 | |
| 6 | LMT |
Lockheed Martin Corp
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|
2,179 | $1,110,113 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
3,247 | $717,846 | |
| 8 | BA |
Boeing Co
|
2,861 | $619,320 |
All Filings in LMT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,110,113 | 2,179 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,341,141 | 2,219 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,344,118 | 2,779 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,643,399 | 3,292 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,596,443 | 3,447 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,579,566 | 3,536 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,852,403 | 3,812 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,940,154 | 3,319 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,978,168 | 4,235 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $2,610,662 | 5,760 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $2,000,223 | 4,891 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $2,393,054 | 5,198 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,986,883 | 4,203 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $1,179,737 | 2,425 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||