Position in LMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,842,786
-$510,974 QoQ
Shares Held
5,580
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#817
of 2,776 holders
Holding Since
Dec 2023
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, 2026Premier Path Wealth Partners, LLC holds $17,468,498 across 12 Aerospace & Defense names. LMT ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
10,705 | $4,000,779 | |
| 2 | RTX |
RTX Corp
|
18,797 | $3,566,354 | |
| 3 | LMT |
Lockheed Martin Corp
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|
5,580 | $2,842,786 | |
| 4 | GD |
General Dynamics Corp
|
4,667 | $1,653,238 | |
| 5 | BA |
Boeing Co
|
6,987 | $1,512,475 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
3,812 | $1,024,894 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
2,951 | $651,580 | |
| 8 | TDG |
TransDigm Group INC
|
487 | $648,703 |
All Filings in LMT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,842,786 | 5,580 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,353,760 | 5,549 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,598,758 | 5,373 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,665,781 | 5,340 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,498,177 | 5,394 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,394,365 | 5,360 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,697,452 | 5,551 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,515,946 | 4,304 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,889,947 | 6,187 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,469,684 | 3,231 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,489,346 | 3,286 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||