Position in LMT
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$252,182
-$166,055 QoQ
Shares Held
495
-28.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,262
of 2,765 holders
Holding Since
Sep 2024
8 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, 202649 WEALTH MANAGEMENT, LLC holds $1,550,355 across 5 Aerospace & Defense names. LMT ranks #4 (16.3% of the industry book) .
All Filings in LMT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,182 | 495 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $418,237 | 692 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $331,313 | 685 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $336,966 | 675 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $310,766 | 671 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $295,275 | 661 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $310,515 | 639 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $315,662 | 540 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||