Position in LMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,408,796
-$736,715 QoQ
Shares Held
6,691
-2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#741
of 2,767 holders
Holding Since
Dec 2022
15 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, 2026Cyndeo Wealth Partners, LLC holds $23,661,559 across 10 Aerospace & Defense names. LMT ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
61,396 | $11,648,663 | |
| 2 | LMT |
Lockheed Martin Corp
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|
6,691 | $3,408,796 | |
| 3 | TDG |
TransDigm Group INC
|
2,344 | $3,122,301 | |
| 4 | GE |
General Electric Co
|
4,559 | $1,703,835 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
8,904 | $1,521,337 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
2,855 | $630,384 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,204 | $613,209 | |
| 8 | GD |
General Dynamics Corp
|
1,082 | $383,287 |
All Filings in LMT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,408,796 | 6,691 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,145,511 | 6,859 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,181,097 | 6,577 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,456,530 | 6,924 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,342,481 | 7,217 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,223,906 | 7,217 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,506,057 | 7,215 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,253,843 | 7,277 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,373,396 | 7,222 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,393,071 | 5,261 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,380,869 | 5,253 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,126,592 | 5,200 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,445,078 | 5,311 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,671,397 | 5,651 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,454,565 | 7,101 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||