Position in LMT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$249,125
-$25,268 QoQ
Shares Held
489
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#2,274
of 2,765 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Broadway Wealth Solutions, Inc. holds $2,892,542 across 5 Aerospace & Defense names. LMT ranks #2 (8.6% of the industry book) .
All Filings in LMT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,125 | 489 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $274,393 | 454 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $234,096 | 484 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $233,131 | 467 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $236,664 | 511 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $218,441 | 489 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $252,688 | 520 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||