Position in LMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,239,216
-$556,013 QoQ
Shares Held
8,321
+4.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#650
of 2,767 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $23,300,869 across 6 Aerospace & Defense names. LMT ranks #3 (18.2% of the industry book) .
All Filings in LMT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,239,216 | 8,321 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $4,795,229 | 7,934 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $3,970,930 | 8,210 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $3,998,671 | 8,010 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $3,575,903 | 7,721 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $3,356,577 | 7,514 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $3,488,562 | 7,179 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $4,670,049 | 7,989 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,819,008 | 8,176 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $3,965,101 | 8,717 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $4,115,418 | 9,080 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $3,810,689 | 9,318 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $4,389,262 | 9,534 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $4,780,718 | 10,113 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,986,035 | 10,249 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $4,049,091 | 10,482 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $4,513,289 | 10,497 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $4,561,427 | 10,334 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $3,610,609 | 10,159 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $17,601,480 | 51,004 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $18,888,366 | 49,923 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $18,437,311 | 49,898 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $14,604,587 | 41,142 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $17,585,269 | 45,881 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $17,007,461 | 46,606 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $16,005,896 | 47,222 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||