Position in LMT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,247,877
-$1,748,880 QoQ
Shares Held
8,338
-16.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#649
of 2,767 holders
Holding Since
Mar 2022
17 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, 2026WealthPlan Investment Management, LLC holds $13,694,659 across 9 Aerospace & Defense names. LMT ranks #1 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
8,338 | $4,247,877 | |
| 2 | GE |
General Electric Co
|
9,246 | $3,455,507 | |
| 3 | SPCX |
Space Exploration Technologies Corp
|
16,258 | $2,777,841 | |
| 4 | VOYG |
Voyager Technologies, Inc./TX
|
35,892 | $1,157,517 | |
| 5 | BA |
Boeing Co
|
3,409 | $737,945 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
1,253 | $638,165 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
1,183 | $261,206 | |
| 8 | GD |
General Dynamics Corp
|
592 | $209,709 |
All Filings in LMT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,247,877 | 8,338 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,996,757 | 9,922 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,407,176 | 13,247 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,370,588 | 20,774 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $9,388,774 | 20,272 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,104,659 | 18,143 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $7,622,940 | 15,687 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $9,045,481 | 15,474 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,529,062 | 11,837 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,271,943 | 11,590 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $5,038,215 | 11,116 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $4,590,576 | 11,225 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,021,988 | 4,392 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $5,126,756 | 10,845 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $11,749,705 | 24,152 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $10,198,055 | 26,400 | Shares | Other | 2022-12-12 | |
| 2022-03-31 | $12,519,427 | 28,363 | Shares | Other | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||