Position in LMT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,443,300
-$255,035 QoQ
Shares Held
2,833
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,122
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, 2026Pines Wealth Management, LLC holds $5,915,788 across 8 Aerospace & Defense names. LMT ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
4,454 | $1,577,784 | |
| 2 | LMT |
Lockheed Martin Corp
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|
2,833 | $1,443,300 | |
| 3 | RTX |
RTX Corp
|
6,249 | $1,185,622 | |
| 4 | GE |
General Electric Co
|
1,089 | $406,991 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
748 | $380,963 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
1,522 | $336,057 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
1,123 | $301,929 | |
| 8 | BA |
Boeing Co
|
1,308 | $283,142 |
All Filings in LMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,443,300 | 2,833 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,698,335 | 2,810 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,345,086 | 2,781 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,397,288 | 2,799 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,156,460 | 2,497 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,038,154 | 2,324 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $940,779 | 1,936 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||