Position in LMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,384,412
-$709,991 QoQ
Shares Held
8,606
+2.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#632
of 2,765 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026UNIVEST FINANCIAL Corp holds $25,541,685 across 8 Aerospace & Defense names. LMT ranks #3 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
40,557 | $11,785,457 | |
| 2 | TDG |
TransDigm Group INC
|
4,263 | $5,678,485 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
8,606 | $4,384,412 | |
| 4 | RTX |
RTX Corp
|
6,596 | $1,251,458 | |
| 5 | GE |
General Electric Co
|
2,637 | $985,526 | |
| 6 | BA |
Boeing Co
|
3,053 | $660,882 | |
| 7 | GD |
General Dynamics Corp
|
1,247 | $441,737 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
1,600 | $353,728 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,384,412 | 8,606 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $5,094,403 | 8,429 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $4,831,378 | 9,989 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $5,078,961 | 10,174 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $4,673,545 | 10,091 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $4,564,928 | 10,219 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $5,079,044 | 10,452 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $6,312,078 | 10,798 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $467,099 | 1,000 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $462,602 | 1,017 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $450,067 | 993 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $389,329 | 952 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $469,126 | 1,019 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $463,747 | 981 | Shares | Other | 2023-05-08 | |
| 2022-12-31 | $520,544 | 1,070 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $474,750 | 1,229 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $569,267 | 1,324 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $614,428 | 1,392 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $605,262 | 1,703 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $676,050 | 1,959 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $812,316 | 2,147 | Shares | Other | 2021-07-20 | |
| 2021-03-31 | $746,389 | 2,020 | Shares | Other | 2021-04-14 | |
| 2020-12-31 | $611,275 | 1,722 | Shares | Other | 2021-01-19 | |
| 2020-09-30 | $739,730 | 1,930 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $699,186 | 1,916 | Shares | Other | 2020-07-09 | |
| 2020-03-31 | $677,899 | 2,000 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||