Position in LMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,147,880
-$6,767 QoQ
Shares Held
4,216
+18.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#936
of 2,765 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Modern Wealth Management, LLC holds $51,206,775 across 15 Aerospace & Defense names. LMT ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HONA |
Honeywell Aerospace Inc.
|
62,416 | $13,798,926 | |
| 2 | RTX |
RTX Corp
|
58,476 | $11,094,648 | |
| 3 | BA |
Boeing Co
|
48,173 | $10,428,006 | |
| 4 | GE |
General Electric Co
|
13,561 | $5,068,149 | |
| 5 | LMT |
Lockheed Martin Corp
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|
4,216 | $2,147,880 | |
| 6 | GD |
General Dynamics Corp
|
6,007 | $2,127,918 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
8,910 | $1,522,360 | |
| 8 | CW |
Curtiss Wright Corp
|
1,875 | $1,420,798 |
All Filings in LMT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,147,880 | 4,216 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,154,647 | 3,565 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,679,299 | 3,472 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,679,339 | 3,364 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,451,478 | 3,134 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $1,305,730 | 2,923 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $524,326 | 1,079 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $453,617 | 776 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $318,093 | 681 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $311,128 | 684 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||