Position in LMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,889,077
-$387,660 QoQ
Shares Held
3,708
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#992
of 2,765 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, 2026Alteri Wealth LLC holds $9,779,708 across 8 Aerospace & Defense names. LMT ranks #3 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
14,260 | $3,086,862 | |
| 2 | RTX |
RTX Corp
|
10,530 | $1,997,856 | |
| 3 | LMT |
Lockheed Martin Corp
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|
3,708 | $1,889,077 | |
| 4 | GE |
General Electric Co
|
2,591 | $968,334 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
2,927 | $786,953 | |
| 6 | GD |
General Dynamics Corp
|
1,708 | $605,041 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
792 | $230,147 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
423 | $215,438 |
All Filings in LMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,889,077 | 3,708 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,276,737 | 3,767 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,816,664 | 3,756 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,885,016 | 3,776 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,650,167 | 3,563 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,631,831 | 3,653 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,797,492 | 3,699 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||