SILVER OAK SECURITIES, INCORPORATED
Broker-DealerPosition in LMT — Lockheed Martin Corp
CIK 1080576
JACKSON, TN
Position in LMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,861,057
-$159,418 QoQ
Shares Held
3,653
+9.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,000
of 2,767 holders
Holding Since
Mar 2022
18 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, 2026SILVER OAK SECURITIES, INCORPORATED holds $17,677,797 across 14 Aerospace & Defense names. LMT ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
15,332 | $2,908,940 | |
| 2 | HWM |
Howmet Aerospace Inc.
|
10,766 | $2,894,546 | |
| 3 | SPCX |
Space Exploration Technologies Corp
|
16,672 | $2,848,577 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
3,653 | $1,861,057 | |
| 5 | GE |
General Electric Co
|
4,720 | $1,764,005 | |
| 6 | BA |
Boeing Co
|
4,647 | $1,005,936 | |
| 7 | TDG |
TransDigm Group INC
|
735 | $979,049 | |
| 8 | HEI |
Heico Corp
|
2,235 | $796,084 |
All Filings in LMT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,861,057 | 3,653 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,020,475 | 3,343 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $966,856 | 1,999 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,080,290 | 2,164 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $568,272 | 1,227 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $568,661 | 1,273 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $560,288 | 1,153 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $871,578 | 1,491 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $593,684 | 1,271 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $712,326 | 1,566 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $795,436 | 1,755 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $323,078 | 790 | Shares | Sole | 2023-11-20 | |
| 2023-06-30 | $849,401 | 1,845 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $808,841 | 1,711 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $709,302 | 1,458 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $305,169 | 790 | Shares | Sole | 2023-10-23 | |
| 2022-06-30 | $436,409 | 1,015 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $304,566 | 690 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||