Position in LMT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$34,640,732
-$6,443,887 QoQ
Shares Held
67,995
+0.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
3.20%
of 13F equity value
Holder Rank
#184
of 2,767 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026ATWOOD & PALMER INC holds $57,069,868 across 11 Aerospace & Defense names. LMT ranks #1 (60.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
67,995 | $34,640,732 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
64,066 | $18,616,938 | |
| 3 | RTX |
RTX Corp
|
13,343 | $2,531,567 | |
| 4 | CW |
Curtiss Wright Corp
|
648 | $491,028 | |
| 5 | GE |
General Electric Co
|
949 | $354,669 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
520 | $291,517 | |
| 7 | HEI |
Heico Corp
|
300 | $106,857 | |
| 8 | GD |
General Dynamics Corp
|
54 | $19,128 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,640,732 | 67,995 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $41,084,619 | 67,977 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $32,878,435 | 67,977 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $33,934,798 | 67,977 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $31,482,867 | 67,977 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $30,366,005 | 67,977 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $33,068,217 | 68,050 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $39,765,863 | 68,027 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $31,775,411 | 68,027 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $30,943,441 | 68,027 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $30,832,557 | 68,027 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $28,229,281 | 69,027 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $32,146,954 | 69,827 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $35,751,151 | 75,627 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $36,803,941 | 75,652 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $29,223,611 | 75,652 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $32,570,329 | 75,752 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $34,076,962 | 77,202 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $27,971,477 | 78,702 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $27,163,856 | 78,713 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $30,726,938 | 81,213 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $30,026,678 | 81,263 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $28,842,834 | 81,252 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $31,161,430 | 81,302 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $29,668,725 | 81,302 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $27,557,312 | 81,302 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||