Position in LMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$782,021
+$366,806 QoQ
Shares Held
1,535
+123.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,473
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, 2026Ethos Financial Group, LLC holds $5,447,896 across 10 Aerospace & Defense names. LMT ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
3,037 | $1,075,826 | |
| 2 | LMT |
Lockheed Martin Corp
This page
|
1,535 | $782,021 | |
| 3 | SPCX |
Space Exploration Technologies Corp
|
4,222 | $721,370 | |
| 4 | FTAI |
FTAI Aviation Ltd.
|
2,149 | $581,368 | |
| 5 | RTX |
RTX Corp
|
3,011 | $571,277 | |
| 6 | GE |
General Electric Co
|
1,329 | $496,687 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
1,405 | $408,278 | |
| 8 | AVAV |
AeroVironment Inc
|
1,783 | $294,319 |
All Filings in LMT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $782,021 | 1,535 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $415,215 | 687 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $335,183 | 693 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $353,440 | 708 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $329,755 | 712 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $370,769 | 830 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $403,330 | 830 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $542,471 | 928 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $498,862 | 1,068 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $603,612 | 1,327 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $740,594 | 1,634 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $808,513 | 1,977 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $915,235 | 1,988 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $939,787 | 1,988 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $986,601 | 2,028 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||