Position in LMT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$690,318
-$65,773 QoQ
Shares Held
1,355
+8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,556
of 2,767 holders
Holding Since
Jun 2021
21 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, 2026Summit Wealth Partners, LLC holds $2,472,716 across 7 Aerospace & Defense names. LMT ranks #1 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
1,355 | $690,318 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
690 | $351,423 | |
| 3 | GE |
General Electric Co
|
881 | $329,256 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
1,378 | $304,648 | |
| 5 | RTX |
RTX Corp
|
1,524 | $289,148 | |
| 6 | BA |
Boeing Co
|
1,254 | $271,453 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
1,384 | $236,470 |
All Filings in LMT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,318 | 1,355 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $756,091 | 1,251 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $340,020 | 703 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $354,938 | 711 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $327,903 | 708 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $314,483 | 704 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $340,643 | 701 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $363,011 | 621 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $289,134 | 619 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $278,380 | 612 | Shares | Sole | 2024-09-11 | |
| 2023-12-31 | $276,023 | 609 | Shares | Sole | 2024-09-11 | |
| 2023-09-30 | $271,140 | 663 | Shares | Sole | 2024-09-11 | |
| 2023-06-30 | $305,231 | 663 | Shares | Sole | 2024-09-11 | |
| 2023-03-31 | $314,365 | 665 | Shares | Sole | 2024-09-11 | |
| 2022-12-31 | $322,056 | 662 | Shares | Sole | 2024-09-11 | |
| 2022-09-30 | $253,792 | 657 | Shares | Sole | 2024-09-11 | |
| 2022-06-30 | $265,715 | 618 | Shares | Sole | 2024-09-11 | |
| 2022-03-31 | $261,308 | 592 | Shares | Sole | 2024-09-11 | |
| 2021-12-31 | $209,336 | 589 | Shares | Sole | 2024-09-10 | |
| 2021-09-30 | $210,511 | 610 | Shares | Sole | 2024-09-10 | |
| 2021-06-30 | $227,766 | 602 | Shares | Sole | 2024-09-10 | |
| No filing history on record for this holder in this stock. | ||||||