JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Position in LMT — Lockheed Martin Corp
CIK 2006637
MILTON, GA
Position in LMT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$9,840,729
-$1,730,317 QoQ
Shares Held
19,316
+0.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#390
of 2,765 holders
Holding Since
Sep 2023
12 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $29,842,046 across 8 Aerospace & Defense names. LMT ranks #1 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
19,316 | $9,840,729 | |
| 2 | BA |
Boeing Co
|
23,901 | $5,173,849 | |
| 3 | GE |
General Electric Co
|
13,352 | $4,990,042 | |
| 4 | RTX |
RTX Corp
|
25,104 | $4,762,981 | |
| 5 | GD |
General Dynamics Corp
|
10,504 | $3,720,936 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
1,840 | $494,702 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
2,765 | $472,427 | |
| 8 | BWXT |
BWX Technologies, Inc.
|
1,985 | $386,380 |
All Filings in LMT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,840,729 | 19,316 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $11,571,046 | 19,145 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $9,225,037 | 19,073 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $9,407,113 | 18,844 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $8,380,518 | 18,095 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $8,003,703 | 17,917 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,565,664 | 17,627 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $10,158,483 | 17,378 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $7,911,272 | 16,937 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $7,634,992 | 16,785 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $7,543,726 | 16,644 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $6,931,054 | 16,948 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||