Position in LMT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$907,348
-$227,696 QoQ
Shares Held
1,781
-5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#179
of 438 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $14,479,583 across 12 Aerospace & Defense names. LMT ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
18,897 | $3,585,327 | |
| 2 | GE |
General Electric Co
|
8,275 | $3,092,615 | |
| 3 | BA |
Boeing Co
|
9,416 | $2,038,281 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
4,633 | $1,022,966 | |
| 5 | LMT |
Lockheed Martin Corp
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|
1,781 | $907,348 | |
| 6 | MOG-A |
Moog Inc.
|
2,067 | $876,077 | |
| 7 | TDG |
TransDigm Group INC
|
478 | $636,715 | |
| 8 | GD |
General Dynamics Corp
|
1,785 | $632,318 |
All Filings in LMT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $907,348 | 1,781 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,135,044 | 1,878 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,013,771 | 2,096 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $1,938,431 | 3,883 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,007,329 | 2,175 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $466,365 | 1,044 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $490,799 | 1,010 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $583,390 | 998 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $517,079 | 1,107 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $464,422 | 1,021 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $448,707 | 990 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||