Position in LMT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$636,825
-$147,673 QoQ
Shares Held
1,250
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,600
of 2,765 holders
Holding Since
Dec 2022
11 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, 2026Core Wealth Partners LLC holds $7,481,957 across 6 Aerospace & Defense names. LMT ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
14,341 | $3,104,396 | |
| 2 | RTX |
RTX Corp
|
13,139 | $2,492,862 | |
| 3 | GE |
General Electric Co
|
2,178 | $813,983 | |
| 4 | LMT |
Lockheed Martin Corp
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|
1,250 | $636,825 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
1,365 | $233,223 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
394 | $200,668 |
All Filings in LMT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $636,825 | 1,250 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $784,498 | 1,298 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $624,901 | 1,292 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $606,040 | 1,214 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $314,472 | 679 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $240,329 | 538 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $276,985 | 570 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $327,938 | 561 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $271,385 | 581 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $236,532 | 520 | Shares | Sole | 2024-04-19 | |
| 2022-12-31 | $780,816 | 1,605 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||