GRIMES & Co WEALTH MANAGEMENT, LLC
Position in LMT — Lockheed Martin Corp
CIK 1321993
WESTBOROUGH, MA
Position in LMT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$8,751,503
-$1,477,796 QoQ
Shares Held
17,178
+1.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#423
of 2,767 holders
Holding Since
Mar 2020
26 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $38,989,061 across 11 Aerospace & Defense names. LMT ranks #1 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
17,178 | $8,751,503 | |
| 2 | RTX |
RTX Corp
|
45,711 | $8,672,747 | |
| 3 | TXT |
Textron Inc
|
92,906 | $8,522,266 | |
| 4 | GE |
General Electric Co
|
19,171 | $7,164,777 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
7,347 | $1,975,313 | |
| 6 | BA |
Boeing Co
|
5,092 | $1,102,265 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
4,927 | $1,087,880 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
3,332 | $569,305 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,751,503 | 17,178 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $10,229,299 | 16,925 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,191,435 | 16,936 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,665,287 | 17,358 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $8,079,477 | 17,445 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,362,227 | 16,481 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,764,349 | 15,978 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $8,926,231 | 15,270 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $8,510,094 | 18,219 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $8,098,960 | 17,805 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $7,706,439 | 17,003 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,692,630 | 16,365 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $7,296,562 | 15,849 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $7,377,424 | 15,606 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $7,017,618 | 14,425 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $5,170,491 | 13,385 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $5,733,086 | 13,334 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,987,149 | 13,564 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,377,584 | 12,317 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $4,302,361 | 12,467 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $4,423,668 | 11,692 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,793,656 | 10,267 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $306,347 | 863 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $315,439 | 823 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $266,391 | 730 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $247,433 | 730 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||