Position in LMT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$307,204
-$64,495 QoQ
Shares Held
603
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,117
of 2,767 holders
Holding Since
Sep 2023
11 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, 2026Quantum Financial Advisors, LLC holds $1,544,739 across 4 Aerospace & Defense names. LMT ranks #3 (19.9% of the industry book) .
All Filings in LMT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,204 | 603 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $371,699 | 615 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $274,724 | 568 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $283,052 | 567 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $276,494 | 597 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $266,685 | 597 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $295,937 | 609 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $355,997 | 609 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $284,463 | 609 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $277,015 | 609 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $283,409 | 693 | Shares | Sole | 2023-11-29 | |
| No filing history on record for this holder in this stock. | ||||||