Position in LMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$319,431
-$23,862 QoQ
Shares Held
627
+10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,088
of 2,767 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Flatrock Wealth Partners LLC holds $2,954,861 across 7 Aerospace & Defense names. LMT ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESLT |
Elbit Systems Ltd
|
1,264 | $959,022 | |
| 2 | GE |
General Electric Co
|
1,394 | $520,979 | |
| 3 | PL |
Planet Labs PBC
|
11,135 | $368,902 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
627 | $319,431 | |
| 5 | GD |
General Dynamics Corp
|
800 | $283,392 | |
| 6 | BA |
Boeing Co
|
1,191 | $257,815 | |
| 7 | RTX |
RTX Corp
|
1,293 | $245,320 |
All Filings in LMT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,431 | 627 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $343,293 | 568 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $237,481 | 491 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||