RATIONAL ADVISORS, INC.

Position in LMT — Lockheed Martin Corp

CIK 1143565 San Juan, PR

Position in LMT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$42,794

-$3,139 QoQ

Shares Held

+10.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,620

of 2,760 holders

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Industrials · as of Jun 30, 2026

RATIONAL ADVISORS, INC. holds $10,236,025 across 8 Aerospace & Defense names. LMT ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MOG-A	Moog Inc.	10,800	$4,577,472
2	GE	General Electric Co	5,500	$2,055,515
3	HEI	Heico Corp	4,600	$1,638,474
4	TDG	TransDigm Group INC	790	$1,052,310
5	SPCX	Space Exploration Technologies Corp	4,835	$826,108
6	LMT	Lockheed Martin Corp This page	84	$42,794
7	NOC	Northrop Grumman Corp /De/	51	$25,974
8	AXON	Axon Enterprise, Inc.	31	$17,378

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,794	84	+10.5%	Shares	Other	2026-07-24
2026-03-31	$45,933	76	0.0%	Shares	Other	2026-05-07
2025-12-31	$36,758	76	+15.2%	Shares	Other	2026-02-10
2025-09-30	$32,947	66	-8.3%	Shares	Other	2025-11-12
2025-06-30	$33,346	72	-5.3%	Shares	Other	2025-07-31
2024-09-30	$44,426	76	-13.6%	Shares	Other	2024-10-30
2024-06-30	$41,104	88	-5.4%	Shares	Other	2024-07-25
2024-03-31	$42,302	93	0.0%	Shares	Other	2024-04-23
2023-12-31	$42,151	93	0.0%	Shares	Other	2024-02-14
2023-09-30	$38,033	93	-96.3%	Shares	Other	2023-11-09
2020-09-30	$966,248	2,521	+1615.0%	Shares	Other	2020-11-12
2020-06-30	$53,643	147	—	Shares	Other	2020-08-10
No filing history on record for this holder in this stock.