Position in LMT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,218,118
-$217,911 QoQ
Shares Held
2,391
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,211
of 2,765 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Chesley Taft & Associates LLC holds $31,659,523 across 6 Aerospace & Defense names. LMT ranks #3 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
124,452 | $23,612,277 | |
| 2 | GE |
General Electric Co
|
12,950 | $4,839,802 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
2,391 | $1,218,118 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
1,768 | $900,459 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
2,678 | $778,199 | |
| 6 | GD |
General Dynamics Corp
|
877 | $310,668 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,218,118 | 2,391 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,436,029 | 2,376 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $1,138,075 | 2,353 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $1,172,644 | 2,349 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,093,010 | 2,360 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $999,290 | 2,237 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,035,052 | 2,130 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,219,392 | 2,086 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $971,100 | 2,079 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $910,194 | 2,001 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $861,609 | 1,901 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $893,986 | 2,186 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,020,202 | 2,216 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,047,569 | 2,216 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,039,142 | 2,136 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $790,735 | 2,047 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $854,330 | 1,987 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $877,061 | 1,987 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $588,914 | 1,657 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $597,023 | 1,730 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $658,329 | 1,740 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $661,405 | 1,790 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $903,424 | 2,545 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,360,260 | 3,549 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,461,139 | 4,004 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,369,019 | 4,039 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||