Position in LMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$750,944
-$135,696 QoQ
Shares Held
1,474
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,497
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, 2026INVESTMENT PARTNERS, LTD. holds $3,498,129 across 7 Aerospace & Defense names. LMT ranks #1 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
1,474 | $750,944 | |
| 2 | GD |
General Dynamics Corp
|
1,842 | $652,510 | |
| 3 | GE |
General Electric Co
|
1,724 | $644,310 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
1,098 | $559,222 | |
| 5 | BA |
Boeing Co
|
1,659 | $359,123 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
962 | $279,547 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
1,142 | $252,473 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $750,944 | 1,474 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $886,640 | 1,467 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $707,609 | 1,463 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,003,911 | 2,011 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $945,731 | 2,042 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $934,517 | 2,092 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,024,847 | 2,109 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,155,090 | 1,976 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $919,719 | 1,969 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $892,000 | 1,961 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $894,695 | 1,974 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $905,028 | 2,213 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,014,677 | 2,204 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $730,367 | 1,545 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $747,735 | 1,537 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,312,613 | 3,398 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $653,539 | 1,520 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $667,396 | 1,512 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $563,324 | 1,585 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $571,140 | 1,655 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $631,844 | 1,670 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $719,416 | 1,947 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $766,401 | 2,159 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $848,965 | 2,215 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $813,041 | 2,228 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $574,181 | 1,694 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||