Position in LMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$271,542
-$48,784 QoQ
Shares Held
533
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,206
of 2,765 holders
Holding Since
Jun 2025
5 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, 2026Basepoint Wealth LLC holds $4,847,436 across 12 Aerospace & Defense names. LMT ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
6,454 | $2,286,264 | |
| 2 | RTX |
RTX Corp
|
6,218 | $1,179,741 | |
| 3 | GE |
General Electric Co
|
2,029 | $758,298 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
533 | $271,542 | |
| 5 | BA |
Boeing Co
|
727 | $157,373 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
406 | $69,369 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
84 | $42,782 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
120 | $26,529 |
All Filings in LMT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,542 | 533 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $320,326 | 530 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $263,600 | 545 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $306,015 | 613 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $286,220 | 618 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||