Position in LMT
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$10,698
-$1,994 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,703
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, 2026Copia Wealth Management holds $348,160 across 11 Aerospace & Defense names. LMT ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKLB |
Rocket Lab Corp
|
1,328 | $134,991 | |
| 2 | GE |
General Electric Co
|
180 | $67,271 | |
| 3 | SPCX |
Space Exploration Technologies Corp
|
266 | $45,448 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
135 | $39,229 | |
| 5 | GD |
General Dynamics Corp
|
63 | $22,317 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
98 | $21,665 | |
| 7 | LMT |
Lockheed Martin Corp
This page
|
21 | $10,698 | |
| 8 | RTX |
RTX Corp
|
22 | $4,174 |
All Filings in LMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,698 | 21 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $12,692 | 21 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $10,157 | 21 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,483 | 21 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $9,725 | 21 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $9,380 | 21 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $10,204 | 21 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||