Position in LMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$127,593,236
-$25,955,669 QoQ
Shares Held
250,448
-1.4% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#76
of 2,767 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $6,890,011,595 across 40 Aerospace & Defense names. LMT ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
|
1,709,129 | $2,276,628,191 | |
| 2 | HEI |
Heico Corp
|
7,707,811 | $1,987,921,533 | |
| 3 | GE |
General Electric Co
|
2,047,839 | $765,338,868 | |
| 4 | RTX |
RTX Corp
|
1,615,128 | $306,438,234 | |
| 5 | BA |
Boeing Co
|
1,148,848 | $248,691,126 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
498,379 | $133,994,177 | |
| 7 | LMT |
Lockheed Martin Corp
This page
|
250,448 | $127,593,236 | |
| 8 | GD |
General Dynamics Corp
|
309,375 | $109,592,999 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,593,236 | 250,448 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $153,548,905 | 254,056 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $120,246,648 | 248,613 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $122,293,470 | 244,974 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $117,022,509 | 252,672 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $118,683,699 | 265,684 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $130,457,882 | 268,465 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $158,345,027 | 270,879 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $121,689,358 | 260,521 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $121,952,466 | 268,104 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $126,340,196 | 278,749 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $117,726,496 | 287,868 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $134,052,987 | 291,179 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $137,467,993 | 290,796 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $144,610,125 | 297,252 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $119,851,107 | 310,262 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $127,182,597 | 295,801 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $141,140,739 | 319,757 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $117,305,202 | 330,056 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $117,178,014 | 339,548 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $123,260,754 | 325,785 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $117,538,688 | 318,102 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $119,471,713 | 336,559 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $135,197,036 | 352,737 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $137,691,248 | 377,319 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $122,733,794 | 362,100 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||