Position in LMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$665,864
-$326,544 QoQ
Shares Held
1,307
-20.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,572
of 2,765 holders
Holding Since
Dec 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, 2026Advyzon Investment Management, LLC holds $11,779,350 across 10 Aerospace & Defense names. LMT ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
6,818 | $2,548,091 | |
| 2 | RTX |
RTX Corp
|
12,235 | $2,321,345 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
5,926 | $1,593,263 | |
| 4 | BA |
Boeing Co
|
7,138 | $1,545,162 | |
| 5 | GD |
General Dynamics Corp
|
2,887 | $1,022,690 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
1,939 | $987,552 | |
| 7 | LMT |
Lockheed Martin Corp
This page
|
1,307 | $665,864 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
3,457 | $590,662 |
All Filings in LMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,864 | 1,307 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $992,408 | 1,642 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $729,374 | 1,508 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $552,126 | 1,106 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $491,854 | 1,062 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $446,709 | 1,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $463,100 | 953 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||