Position in LMT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,196,282
-$298,639 QoQ
Shares Held
4,311
+4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#920
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, 2026Arista Wealth Management, LLC holds $12,452,269 across 11 Aerospace & Defense names. LMT ranks #3 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
21,694 | $4,116,002 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
4,345 | $2,212,951 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
4,311 | $2,196,282 | |
| 4 | VSEC |
Vse Corp
|
3,464 | $791,524 | |
| 5 | GD |
General Dynamics Corp
|
1,968 | $697,144 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
1,101 | $617,231 | |
| 7 | CW |
Curtiss Wright Corp
|
813 | $616,058 | |
| 8 | FTAI |
FTAI Aviation Ltd.
|
1,530 | $413,910 |
All Filings in LMT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,196,282 | 4,311 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,494,921 | 4,128 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,158,135 | 4,462 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,827,108 | 3,660 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,714,544 | 3,702 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||