Position in LMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,225,320
-$409,820 QoQ
Shares Held
4,368
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#915
of 2,765 holders
Holding Since
Mar 2023
14 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, 2026Compound Planning, Inc. holds $35,335,789 across 20 Aerospace & Defense names. LMT ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
39,678 | $7,528,106 | |
| 2 | GE |
General Electric Co
|
14,167 | $5,294,632 | |
| 3 | BA |
Boeing Co
|
23,836 | $5,159,778 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
8,090 | $2,350,872 | |
| 5 | LMT |
Lockheed Martin Corp
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|
4,368 | $2,225,320 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
7,665 | $2,060,811 | |
| 7 | GD |
General Dynamics Corp
|
4,535 | $1,606,478 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
1,873 | $953,937 |
All Filings in LMT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,225,320 | 4,368 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,635,140 | 4,360 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,998,523 | 4,132 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $2,038,773 | 4,084 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,823,845 | 3,938 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,193,609 | 2,672 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,475,313 | 3,036 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,649,043 | 2,821 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $904,305 | 1,936 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $831,047 | 1,827 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $811,752 | 1,791 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $248,238 | 607 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $271,163 | 589 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $272,292 | 576 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||