Position in LMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,617,166
-$716,310 QoQ
Shares Held
7,100
-1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#712
of 2,767 holders
Holding Since
Mar 2020
26 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, 2026Essex Financial Services, Inc. holds $39,082,093 across 13 Aerospace & Defense names. LMT ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
71,156 | $13,500,427 | |
| 2 | GE |
General Electric Co
|
31,397 | $11,734,000 | |
| 3 | GD |
General Dynamics Corp
|
13,509 | $4,785,428 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
7,100 | $3,617,166 | |
| 5 | BA |
Boeing Co
|
7,006 | $1,516,588 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
5,800 | $1,282,264 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,084 | $552,092 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
1,861 | $540,787 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,617,166 | 7,100 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $4,333,476 | 7,170 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $3,441,312 | 7,115 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $3,172,479 | 6,355 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $3,048,387 | 6,582 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $2,801,318 | 6,271 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $3,310,709 | 6,813 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $3,740,014 | 6,398 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $3,116,958 | 6,673 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $2,865,226 | 6,299 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,834,562 | 6,254 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,578,901 | 6,306 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,941,828 | 6,390 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,101,878 | 8,677 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,336,085 | 8,913 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,710,210 | 7,016 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,698,858 | 6,277 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,520,835 | 5,711 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,013,042 | 5,664 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,918,065 | 5,558 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,852,401 | 4,896 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,809,072 | 4,896 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,655,981 | 4,665 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,346,079 | 3,512 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,225,766 | 3,359 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $957,194 | 2,824 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||