Position in LMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,076,998
-$74,969 QoQ
Shares Held
2,114
+10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,268
of 2,765 holders
Holding Since
Sep 2024
8 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, 2026MINDSET WEALTH MANAGEMENT, LLC holds $3,839,226 across 4 Aerospace & Defense names. LMT ranks #2 (28.1% 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 | $1,076,998 | 2,114 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,151,967 | 1,906 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $831,428 | 1,719 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $871,620 | 1,746 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $791,969 | 1,710 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $820,606 | 1,837 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $680,316 | 1,400 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $872,748 | 1,493 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||