Position in LMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,030,637
-$266,988 QoQ
Shares Held
2,023
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,298
of 2,765 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026APPLETON PARTNERS INC/MA holds $31,212,229 across 8 Aerospace & Defense names. LMT ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CW |
Curtiss Wright Corp
|
22,183 | $16,809,390 | |
| 2 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
149,089 | $7,433,577 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
7,453 | $1,645,622 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
2,956 | $1,505,520 | |
| 5 | GE |
General Electric Co
|
3,654 | $1,365,609 | |
| 6 | RTX |
RTX Corp
|
5,493 | $1,042,186 | |
| 7 | LMT |
Lockheed Martin Corp
This page
|
2,023 | $1,030,637 | |
| 8 | BA |
Boeing Co
|
1,754 | $379,688 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,030,637 | 2,023 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,297,625 | 2,147 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,103,226 | 6,416 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,202,432 | 6,415 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,211,089 | 15,570 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,109,836 | 15,916 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $7,610,792 | 15,662 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $9,188,114 | 15,718 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $7,571,691 | 16,210 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $7,473,514 | 16,430 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $8,062,686 | 17,789 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $7,291,756 | 17,830 | Shares | Sole | 2023-10-03 | |
| 2023-06-30 | $16,687,393 | 36,247 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $16,304,457 | 34,490 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $16,414,172 | 33,740 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $12,514,637 | 32,397 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $13,414,752 | 31,200 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $13,708,559 | 31,057 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $10,999,228 | 30,948 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $11,917,338 | 34,533 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $11,803,763 | 31,198 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $11,470,388 | 31,043 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $11,101,644 | 31,274 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $11,868,265 | 30,965 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $11,218,005 | 30,741 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $10,491,858 | 30,954 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||