Position in LMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$634,787
-$118,887 QoQ
Shares Held
1,246
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#1,604
of 2,766 holders
Holding Since
Sep 2025
4 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, 2026Portus Wealth Advisors, LLC holds $634,787 across 1 Aerospace & Defense name. LMT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
1,246 | $634,787 |
All Filings in LMT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,787 | 1,246 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $753,674 | 1,247 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $607,005 | 1,255 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $632,998 | 1,268 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||