Position in LMT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,441,771
-$196,730 QoQ
Shares Held
2,830
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,123
of 2,765 holders
Holding Since
Mar 2020
26 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, 2026ROBERTS GLORE & CO INC /IL/ holds $10,504,026 across 9 Aerospace & Defense names. LMT ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
22,050 | $4,183,546 | |
| 2 | GD |
General Dynamics Corp
|
4,392 | $1,555,822 | |
| 3 | LMT |
Lockheed Martin Corp
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|
2,830 | $1,441,771 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
3,998 | $1,161,778 | |
| 5 | GE |
General Electric Co
|
1,923 | $718,682 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
1,047 | $533,247 | |
| 7 | BA |
Boeing Co
|
2,163 | $468,224 | |
| 8 | TXT |
Textron Inc
|
2,490 | $228,407 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,441,771 | 2,830 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,638,501 | 2,711 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,314,615 | 2,718 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,390,299 | 2,785 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,210,647 | 2,614 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,172,167 | 2,624 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,269,761 | 2,613 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,551,422 | 2,654 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,240,617 | 2,656 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,236,336 | 2,718 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,256,834 | 2,773 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,131,592 | 2,767 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,257,297 | 2,731 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,351,535 | 2,859 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,377,739 | 2,832 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,362,058 | 3,526 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,521,628 | 3,539 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,570,059 | 3,557 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,284,451 | 3,614 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,187,489 | 3,441 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,194,450 | 3,157 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,112,564 | 3,011 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $963,770 | 2,715 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,024,124 | 2,672 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,121,034 | 3,072 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,065,997 | 3,145 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||