Position in LMT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$210,406
-$39,207 QoQ
Shares Held
413
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,431
of 2,767 holders
Holding Since
Sep 2024
5 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, 2026FORBES J M & CO LLP holds $1,328,219 across 3 Aerospace & Defense names. LMT ranks #3 (15.8% of the industry book) .
All Filings in LMT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,406 | 413 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $249,613 | 413 | Shares | Sole | 2026-04-16 | |
| 2025-09-30 | $212,164 | 425 | Shares | Sole | 2025-10-28 | |
| 2024-12-31 | $442,205 | 910 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $248,438 | 425 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||