Position in LMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$438,645
-$35,801 QoQ
Shares Held
861
+9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,858
of 2,765 holders
Holding Since
Sep 2024
7 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, 2026ELEVATUS WELATH MANAGEMENT holds $9,632,415 across 7 Aerospace & Defense names. LMT ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CW |
Curtiss Wright Corp
|
8,225 | $6,232,576 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
6,184 | $1,056,598 | |
| 3 | HEI |
Heico Corp
|
2,636 | $679,850 | |
| 4 | RTX |
RTX Corp
|
3,372 | $639,769 | |
| 5 | LMT |
Lockheed Martin Corp
This page
|
861 | $438,645 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
1,303 | $350,324 | |
| 7 | BA |
Boeing Co
|
1,084 | $234,653 |
All Filings in LMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,645 | 861 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $474,446 | 785 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $381,615 | 789 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $360,928 | 723 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,009,785 | 10,817 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $201,179 | 414 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $242,007 | 414 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||