LPL Financial LLC

Position in LMT — Lockheed Martin Corp

CIK 1403438 FORT MILL, SC

Back to LMT Full portfolio

Position in LMT

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$446,743,329

+$94,119,363 QoQ

Shares Held

739,164

+1.4% QoQ

Ownership

0.321%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 3.7906337429853187.ToString("F0")% Shared 0.ToString("F0")% None 96.20936625701468.ToString("F0")%

Common Shares in LMT Over Time

Shares Held

Position Value (USD)

Derivatives in LMT

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$906,585

PutShares

1,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Aerospace & Defense

Industrials · as of Mar 31, 2026

LPL Financial LLC holds $2,791,259,567 across 59 Aerospace & Defense names. LMT ranks #2 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	2,871,181	$553,850,814
2	LMT	Lockheed Martin Corp This page	739,164	$446,743,329
3	GE	General Electric Co	1,521,809	$431,843,739
4	BA	Boeing Co	1,462,407	$291,062,865
5	GD	General Dynamics Corp	616,427	$211,570,074
6	NOC	Northrop Grumman Corp /De/	309,101	$210,881,066
7	LHX	L3harris Technologies, Inc. /De/	397,757	$137,285,828
8	HWM	Howmet Aerospace Inc.	395,469	$91,139,785

All Filings in LMT

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39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$906,585	1,500	-99.8%	Put	Sole	2026-05-06
2026-03-31	$446,743,329	739,164	+1.4%	Shares	Sole	2026-05-06
2025-12-31	$352,623,966	729,059	+40403.3%	Shares	Sole	2026-02-11
2025-12-31	$870,606	1,800	-99.7%	Put	Sole	2026-02-11
2025-09-30	$357,542,189	716,216	+39689.8%	Shares	Sole	2025-11-12
2025-09-30	$898,578	1,800	-99.7%	Put	Sole	2025-11-12
2025-06-30	$306,231,409	661,207	+50762.1%	Shares	Sole	2025-08-12
2025-06-30	$602,082	1,300	-99.8%	Put	Sole	2025-08-12
2025-03-31	$277,744,176	621,755	+19329.8%	Shares	Sole	2025-05-07
2024-12-31	$1,555,008	3,200	-99.5%	Put	Sole	2025-02-11
2024-12-31	$296,495,319	610,148	+7.0%	Shares	Sole	2025-02-11
2024-09-30	$333,328,387	570,221	+20265.0%	Shares	Sole	2024-11-08
2024-09-30	$1,636,768	2,800	-12.5%	Put	Sole	2024-11-08
2024-06-30	$1,494,720	3,200	-99.4%	Put	Sole	2024-08-07
2024-06-30	$258,170,373	552,709	+6.1%	Shares	Sole	2024-08-07
2024-03-31	$237,033,666	521,102	+1680874.2%	Shares	Sole	2024-05-10
2024-03-31	$14,100	31	-100.0%	Put	Sole	2024-05-10
2023-12-31	$231,919,735	511,693	+16406.2%	Shares	Sole	2024-02-14
2023-12-31	$1,405,044	3,100	0.0%	Put	Sole	2024-02-14
2023-09-30	$1,267,776	3,100	-99.4%	Put	Sole	2023-11-13
2023-09-30	$196,218,190	479,798	+5.6%	Shares	Sole	2023-11-13
2023-06-30	$209,227,977	454,468	+13266.7%	Shares	Sole	2023-07-31
2023-06-30	$1,565,292	3,400	0.0%	Put	Sole	2023-07-31
2023-03-31	$1,607,282	3,400	-99.2%	Put	Sole	2023-05-10
2023-03-31	$211,313,146	447,006	+8.1%	Shares	Sole	2023-05-10
2022-12-31	$201,244,372	413,666	+12066.6%	Shares	Sole	2023-02-07
2022-12-31	$1,654,066	3,400	-99.2%	Put	Sole	2023-02-07
2022-09-30	$156,625,915	405,462	+11825.4%	Shares	Sole	2022-11-14
2022-09-30	$1,313,386	3,400	-99.1%	Put	Sole	2022-11-14
2022-06-30	$155,731,941	362,201	+4.2%	Shares	Sole	2022-08-12
2022-03-31	$153,385,175	347,497	-6.4%	Shares	Sole	2022-05-16
2021-12-31	$131,990,744	371,376	+8.2%	Shares	Sole	2022-02-14
2021-09-30	$118,430,727	343,178	+4.9%	Shares	Sole	2021-11-15
2021-06-30	$123,819,199	327,261	+9.8%	Shares	Sole	2021-08-13
2021-03-31	$110,177,879	298,181	-4.3%	Shares	Sole	2021-05-14
2020-12-31	$110,653,655	311,718	+8.2%	Shares	Sole	2021-02-12
2020-09-30	$110,446,348	288,161	+2.6%	Shares	Sole	2020-11-09
2020-06-30	$102,501,284	280,887	+4.0%	Shares	Sole	2020-08-13
2020-03-31	$91,510,059	269,981	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.