Position in LMT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$226,200
-$93,522 QoQ
Shares Held
444
-16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,360
of 2,767 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, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $3,428,736 across 10 Aerospace & Defense names. LMT ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
5,726 | $978,344 | |
| 2 | RTX |
RTX Corp
|
4,180 | $793,071 | |
| 3 | GE |
General Electric Co
|
1,726 | $645,057 | |
| 4 | BA |
Boeing Co
|
1,174 | $254,135 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
821 | $238,574 | |
| 6 | LMT |
Lockheed Martin Corp
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|
444 | $226,200 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
480 | $105,984 | |
| 8 | RKLB |
Rocket Lab Corp
|
1,000 | $101,650 |
All Filings in LMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,200 | 444 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $319,722 | 529 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $234,096 | 484 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $264,082 | 529 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $245,001 | 529 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $236,309 | 529 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $257,062 | 529 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||