Position in LMT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$114,119
-$386,920 QoQ
Shares Held
224
-73.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,525
of 2,767 holders
Holding Since
Dec 2024
7 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, 2026VSM Wealth Advisory, LLC holds $438,944 across 10 Aerospace & Defense names. LMT ranks #2 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HONA |
Honeywell Aerospace Inc.
|
575 | $126,960 | |
| 2 | LMT |
Lockheed Martin Corp
This page
|
224 | $114,119 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
101 | $51,440 | |
| 4 | RTX |
RTX Corp
|
255 | $48,381 | |
| 5 | GE |
General Electric Co
|
100 | $37,373 | |
| 6 | BA |
Boeing Co
|
110 | $23,811 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
43 | $12,495 | |
| 8 | DRS |
Leonardo DRS, Inc.
|
276 | $11,776 |
All Filings in LMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,119 | 224 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $501,039 | 829 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $108,342 | 224 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $111,823 | 224 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $103,743 | 224 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $100,063 | 224 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $108,850 | 224 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||