Position in LMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,156,474
-$335,764 QoQ
Shares Held
2,270
-8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,237
of 2,765 holders
Holding Since
Sep 2022
16 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, 2026Balboa Wealth Partners holds $10,895,192 across 15 Aerospace & Defense names. LMT ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
12,957 | $2,804,801 | |
| 2 | RTX |
RTX Corp
|
9,585 | $1,818,562 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
2,270 | $1,156,474 | |
| 4 | GD |
General Dynamics Corp
|
2,694 | $954,322 | |
| 5 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
17,218 | $858,489 | |
| 6 | GE |
General Electric Co
|
1,630 | $609,179 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
3,232 | $552,219 | |
| 8 | AVAV |
AeroVironment Inc
|
2,430 | $401,120 |
All Filings in LMT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,156,474 | 2,270 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,492,238 | 2,469 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $786,447 | 1,626 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $692,404 | 1,387 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $633,575 | 1,368 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $584,743 | 1,309 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $657,476 | 1,353 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $909,575 | 1,556 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $641,328 | 1,373 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $792,383 | 1,742 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $522,585 | 1,153 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $424,909 | 1,039 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $609,543 | 1,324 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $626,839 | 1,326 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $631,950 | 1,299 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $523,036 | 1,354 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||