SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in LMT — Lockheed Martin Corp
CIK 1079935
LOS ANGELES, CA
Position in LMT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$757,056
-$118,704 QoQ
Shares Held
1,486
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,492
of 2,760 holders
Holding Since
Jun 2024
9 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, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $21,620,152 across 11 Aerospace & Defense names. LMT ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKLB |
Rocket Lab Corp
|
132,044 | $13,422,272 | |
| 2 | GE |
General Electric Co
|
5,404 | $2,019,635 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
3,204 | $1,631,828 | |
| 4 | RTX |
RTX Corp
|
6,182 | $1,172,910 | |
| 5 | LMT |
Lockheed Martin Corp
This page
|
1,486 | $757,056 | |
| 6 | TDG |
TransDigm Group INC
|
551 | $733,954 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
2,319 | $673,878 | |
| 8 | BA |
Boeing Co
|
2,886 | $624,731 |
All Filings in LMT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,056 | 1,486 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $875,760 | 1,449 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $693,098 | 1,433 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $723,354 | 1,449 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $656,732 | 1,418 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $678,105 | 1,518 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $558,344 | 1,149 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $679,258 | 1,162 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $538,098 | 1,152 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||