PRINCIPAL SECURITIES, INC.
Broker-DealerPosition in LMT — Lockheed Martin Corp
CIK 12600
DES MOINES, IA
Position in LMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,657,413
-$797,545 QoQ
Shares Held
7,179
-2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#708
of 2,760 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026PRINCIPAL SECURITIES, INC. holds $58,410,096 across 20 Aerospace & Defense names. LMT ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
61,777 | $11,720,950 | |
| 2 | GE |
General Electric Co
|
23,800 | $8,894,774 | |
| 3 | TDG |
TransDigm Group INC
|
5,442 | $7,248,961 | |
| 4 | BA |
Boeing Co
|
17,178 | $3,718,521 | |
| 5 | LMT |
Lockheed Martin Corp
This page
|
7,179 | $3,657,413 | |
| 6 | GD |
General Dynamics Corp
|
9,734 | $3,448,172 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
10,344 | $2,781,087 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
12,287 | $2,716,409 |
All Filings in LMT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,657,413 | 7,179 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,454,958 | 7,371 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,157,373 | 10,663 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,092,441 | 10,201 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,396,124 | 9,492 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,198,180 | 9,398 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,545,482 | 9,354 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,204,922 | 8,904 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,193,156 | 8,977 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,120,212 | 9,058 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,624,560 | 7,997 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||