SCHMIDT P J INVESTMENT MANAGEMENT INC

Position in LMT — Lockheed Martin Corp

CIK 1008895 CEDARBURG, WI

Position in LMT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,503,925

-$138,202 QoQ

Shares Held

2,952

+8.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,096

of 2,767 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

SCHMIDT P J INVESTMENT MANAGEMENT INC holds $5,560,859 across 5 Aerospace & Defense names. LMT ranks #2 (27.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HONA	Honeywell Aerospace Inc.	10,761	$2,376,028
2	LMT	Lockheed Martin Corp This page	2,952	$1,503,925
3	TDG	TransDigm Group INC	459	$611,406
4	GD	General Dynamics Corp	1,708	$605,041
5	RTX	RTX Corp	2,448	$464,459

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,503,925	2,952	+8.6%	Shares	Sole	2026-07-29
2026-03-31	$1,642,127	2,717	0.0%	Shares	Sole	2026-04-29
2025-12-31	$1,314,131	2,717	-4.7%	Shares	Sole	2026-01-28
2025-09-30	$1,423,746	2,852	-14.0%	Shares	Sole	2025-10-27
2025-06-30	$1,536,698	3,318	-0.6%	Shares	Sole	2025-08-01
2025-03-31	$1,490,671	3,337	-7.8%	Shares	Sole	2025-05-21
2024-12-31	$1,759,102	3,620	+0.2%	Shares	Sole	2025-01-27
2024-09-30	$2,111,430	3,612	-1.2%	Shares	Sole	2024-10-23
2024-06-30	$1,707,717	3,656	+2.4%	Shares	Sole	2024-07-29
2024-03-31	$1,624,795	3,572	+4.6%	Shares	Sole	2024-04-26
2023-12-31	$1,547,361	3,414	+2.3%	Shares	Sole	2024-01-29
2023-09-30	$1,364,290	3,336	-0.7%	Shares	Sole	2023-10-20
2023-06-30	$1,545,956	3,358	-5.3%	Shares	Sole	2023-07-26
2023-03-31	$1,675,827	3,545	-3.9%	Shares	Sole	2023-04-28
2022-12-31	$1,794,661	3,689	+1.0%	Shares	Sole	2023-02-01
2022-09-30	$1,411,117	3,653	-2.1%	Shares	Sole	2022-10-24
2022-06-30	$1,604,180	3,731	+17.0%	Shares	Sole	2022-08-24
2022-03-31	$1,407,183	3,188	-1.0%	Shares	Sole	2022-05-06
2021-12-31	$1,144,064	3,219	-11.3%	Shares	Sole	2022-02-01
2021-09-30	$1,252,713	3,630	-3.7%	Shares	Sole	2021-10-27
2021-06-30	$1,426,379	3,770	-0.1%	Shares	Sole	2021-07-26
2021-03-31	$1,394,123	3,773	-14.3%	Shares	Sole	2021-04-30
2020-12-31	$1,562,621	4,402	-3.0%	Shares	Sole	2021-02-01
2020-09-30	$1,738,941	4,537	-15.5%	Shares	Sole	2020-10-28
2020-06-30	$1,959,985	5,371	-5.6%	Shares	Sole	2020-07-29
2020-03-31	$1,928,964	5,691	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.