FIRST FOUNDATION ADVISORS

Endowment

Position in LMT — Lockheed Martin Corp

CIK 1086763 Irvine, CA

Position in LMT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$798,833

-$62,422 QoQ

Shares Held

1,568

+10.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,460

of 2,767 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $9,807,646 across 8 Aerospace & Defense names. LMT ranks #4 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	9,106	$3,403,185
2	RTX	RTX Corp	13,297	$2,522,839
3	BA	Boeing Co	4,961	$1,073,906
4	LMT	Lockheed Martin Corp This page	1,568	$798,833
5	HONA	Honeywell Aerospace Inc.	2,846	$629,192
6	BETA	BETA Technologies, Inc.	35,650	$597,137
7	NOC	Northrop Grumman Corp /De/	1,040	$529,682
8	SPCX	Space Exploration Technologies Corp	1,480	$252,872

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$798,833	1,568	+10.0%	Shares	Defined	2026-08-14
2026-03-31	$861,255	1,425	-0.9%	Shares	Defined	2026-05-04
2025-12-31	$695,517	1,438	-18.0%	Shares	Defined	2026-02-04
2025-09-30	$875,614	1,754	-9.6%	Shares	Defined	2025-11-17
2025-06-30	$898,491	1,940	-8.4%	Shares	Defined	2025-08-14
2025-03-31	$945,685	2,117	-18.2%	Shares	Defined	2025-05-08
2024-12-31	$1,257,612	2,588	-0.8%	Shares	Sole	2025-02-13
2024-09-30	$1,525,116	2,609	+0.7%	Shares	Sole	2024-11-14
2024-06-30	$1,209,788	2,590	-14.7%	Shares	Sole	2024-08-06
2024-03-31	$1,381,894	3,038	-5.5%	Shares	Sole	2024-05-10
2023-12-31	$1,456,713	3,214	-20.2%	Shares	Sole	2024-02-14
2023-09-30	$1,647,699	4,029	+0.5%	Shares	Defined	2023-11-15
2023-06-30	$1,845,202	4,008	-1.5%	Shares	Defined	2023-08-14
2023-03-31	$1,923,537	4,069	+8.6%	Shares	Sole	2023-05-12
2022-12-31	$1,823,364	3,748	+2.8%	Shares	Sole	2023-02-14
2022-09-30	$1,408,027	3,645	+6.3%	Shares	Sole	2022-11-14
2022-06-30	$1,473,902	3,428	-2.8%	Shares	Sole	2022-08-12
2022-03-31	$1,557,259	3,528	-3.4%	Shares	Sole	2022-05-05
2021-12-31	$1,297,601	3,651	+3.0%	Shares	Sole	2022-02-14
2021-09-30	$1,223,034	3,544	+0.7%	Shares	Sole	2021-11-15
2021-06-30	$1,332,170	3,521	-17.1%	Shares	Sole	2021-08-13
2021-03-31	$1,569,266	4,247	-4.3%	Shares	Sole	2021-05-18
2020-12-31	$1,575,401	4,438	+0.6%	Shares	Sole	2021-02-16
2020-09-30	$1,690,648	4,411	+65.2%	Shares	Sole	2020-11-12
2020-06-30	$974,336	2,670	-20.2%	Shares	Sole	2020-08-14
2020-03-31	$1,134,465	3,347	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.