Position in LMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$418,776
-$42,977 QoQ
Shares Held
822
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,893
of 2,760 holders
Holding Since
Jun 2025
5 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, 2026FSM Wealth Advisors, LLC holds $8,032,013 across 10 Aerospace & Defense names. LMT ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
9,825 | $3,671,897 | |
| 2 | RTX |
RTX Corp
|
8,885 | $1,685,751 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
883 | $449,720 | |
| 4 | LMT |
Lockheed Martin Corp
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|
822 | $418,776 | |
| 5 | TXT |
Textron Inc
|
4,559 | $418,197 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
1,406 | $408,569 | |
| 7 | CW |
Curtiss Wright Corp
|
359 | $272,035 | |
| 8 | BA |
Boeing Co
|
1,152 | $249,373 |
All Filings in LMT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,776 | 822 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $461,753 | 764 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $357,432 | 739 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $387,886 | 777 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $471,013 | 1,017 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||