Position in LMT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,051,085
-$382,189 QoQ
Shares Held
4,026
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#955
of 2,767 holders
Holding Since
Dec 2025
3 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, 2026Financial Planning Hawaii, Inc. holds $6,124,081 across 7 Aerospace & Defense names. LMT ranks #1 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
4,026 | $2,051,085 | |
| 2 | GD |
General Dynamics Corp
|
3,737 | $1,323,794 | |
| 3 | RTX |
RTX Corp
|
5,143 | $975,781 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
1,455 | $741,046 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
1,873 | $544,275 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
1,241 | $274,012 | |
| 7 | BA |
Boeing Co
|
989 | $214,088 |
All Filings in LMT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,051,085 | 4,026 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,433,274 | 4,026 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,978,693 | 4,091 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||