Position in LMT
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$149,887
+$5,756 QoQ
Shares Held
248
-16.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Medallion Wealth Advisors, LLC holds $1,832,500 across 17 Aerospace & Defense names. LMT ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
1,829 | $519,004 | |
| 2 | RTX |
RTX Corp
|
1,785 | $344,326 | |
| 3 | BA |
Boeing Co
|
1,323 | $263,313 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
248 | $149,887 | |
| 5 | GD |
General Dynamics Corp
|
361 | $123,901 | |
| 6 | TXT |
Textron Inc
|
1,005 | $87,997 | |
| 7 | AIRI |
Air Industries Group
|
23,486 | $75,857 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
258 | $59,458 |
All Filings in LMT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $149,887 | 248 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $144,131 | 298 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $145,766 | 292 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $125,046 | 270 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $111,675 | 250 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $107,390 | 221 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||