Position in LMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$654,146
-$120,077 QoQ
Shares Held
1,284
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,582
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, 2026BURNS J W & CO INC/NY holds $19,269,750 across 7 Aerospace & Defense names. LMT ranks #3 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
76,121 | $14,442,437 | |
| 2 | BA |
Boeing Co
|
12,047 | $2,607,814 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
1,284 | $654,146 | |
| 4 | GD |
General Dynamics Corp
|
1,448 | $512,939 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
1,812 | $487,174 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
987 | $286,812 | |
| 7 | GE |
General Electric Co
|
745 | $278,428 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654,146 | 1,284 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $774,223 | 1,281 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $740,015 | 1,530 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $764,789 | 1,532 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $821,610 | 1,774 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $790,676 | 1,770 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $810,547 | 1,668 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $993,752 | 1,700 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $792,668 | 1,697 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $860,159 | 1,891 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $882,911 | 1,948 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $809,740 | 1,980 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $912,473 | 1,982 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $982,805 | 2,079 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $936,979 | 1,926 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $742,835 | 1,923 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $825,523 | 1,920 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $846,605 | 1,918 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $680,610 | 1,915 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $758,529 | 2,198 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $793,021 | 2,096 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $770,777 | 2,086 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $738,713 | 2,081 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $795,689 | 2,076 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $756,844 | 2,074 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $701,626 | 2,070 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||