American Trust Investment Advisors, LLC
Position in LMT — Lockheed Martin Corp
CIK 1291424
Lebanon, NH
Position in LMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,727,069
-$240,220 QoQ
Shares Held
3,390
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,031
of 2,765 holders
Holding Since
Mar 2025
6 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, 2026American Trust Investment Advisors, LLC holds $8,703,431 across 4 Aerospace & Defense names. LMT ranks #3 (19.8% of the industry book) .
All Filings in LMT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,727,069 | 3,390 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,967,289 | 3,255 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,637,706 | 3,386 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,631,418 | 3,268 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,485,753 | 3,208 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,200,046 | 4,925 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||