Position in LMT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$405,020
-$75,470 QoQ
Shares Held
795
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,921
of 2,765 holders
Holding Since
Jun 2022
13 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, 2026Plan Group Financial, LLC holds $1,321,233 across 4 Aerospace & Defense names. LMT ranks #1 (30.7% of the industry book) .
All Filings in LMT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,020 | 795 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $480,490 | 795 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $428,531 | 886 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $442,300 | 886 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $415,899 | 898 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $352,900 | 790 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $238,110 | 490 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $286,434 | 490 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $227,010 | 486 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $221,976 | 488 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $220,274 | 486 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $214,295 | 524 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $214,550 | 499 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||