MONETA GROUP INVESTMENT ADVISORS LLC

Position in LMT — Lockheed Martin Corp

CIK 1120927 ST LOUIS, MO

Position in LMT

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$3,606,395

+$679,225 QoQ

Shares Held

5,967

-1.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $23,699,356 across 14 Aerospace & Defense names. LMT ranks #4 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	34,583	$6,883,054
2	GE	General Electric Co	14,712	$4,174,824
3	RTX	RTX Corp	20,590	$3,971,811
4	LMT	Lockheed Martin Corp This page	5,967	$3,606,395
5	NOC	Northrop Grumman Corp /De/	2,038	$1,390,405
6	RKLB	Rocket Lab Corp	17,693	$1,136,244
7	GD	General Dynamics Corp	2,205	$756,800
8	CW	Curtiss Wright Corp	893	$608,240

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,606,395	5,967	-1.4%	Shares	Sole	2026-05-12
2025-12-31	$2,927,170	6,052	+3.6%	Shares	Sole	2026-02-12
2025-09-30	$2,915,885	5,841	+2.9%	Shares	Sole	2025-11-14
2025-06-30	$2,627,856	5,674	+3.2%	Shares	Sole	2025-08-14
2025-03-31	$2,456,011	5,498	-5.7%	Shares	Sole	2025-05-15
2024-12-31	$2,832,544	5,829	+58.5%	Shares	Sole	2025-02-11
2024-09-30	$2,149,427	3,677	+4.3%	Shares	Sole	2024-11-12
2024-06-30	$1,647,461	3,527	-0.5%	Shares	Sole	2024-08-13
2024-03-31	$1,612,969	3,546	+31.6%	Shares	Sole	2024-08-13
2023-12-31	$1,221,481	2,695	+7.6%	Shares	Sole	2024-02-15
2023-09-30	$1,024,444	2,505	+0.7%	Shares	Sole	2023-11-15
2023-06-30	$1,145,425	2,488	+11.8%	Shares	Sole	2023-08-15
2023-03-31	$1,051,824	2,225	+11.1%	Shares	Sole	2023-05-15
2022-12-31	$974,439	2,003	-14.5%	Shares	Sole	2023-02-16
2022-09-30	$905,077	2,343	-2.8%	Shares	Sole	2022-11-14
2022-06-30	$1,036,203	2,410	+14.2%	Shares	Sole	2022-08-15
2022-03-31	$931,795	2,111	+1.7%	Shares	Sole	2022-05-11
2021-12-31	$737,831	2,076	+27.1%	Shares	Sole	2022-02-11
2021-09-30	$563,893	1,634	-11.2%	Shares	Sole	2021-11-12
2021-06-30	$696,164	1,840	+3.2%	Shares	Sole	2021-08-13
2021-03-31	$658,818	1,783	+159.5%	Shares	Sole	2021-05-14
2020-12-31	$243,871	687	+2.4%	Shares	Sole	2021-02-12
2020-09-30	$257,180	671	-57.9%	Shares	Sole	2020-11-13
2020-06-30	$580,952	1,592	+34.2%	Shares	Sole	2020-08-12
2020-03-31	$401,994	1,186	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.