Position in LMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,879,677
-$1,379,046 QoQ
Shares Held
11,541
-3.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#541
of 2,767 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Apriem Advisors holds $20,359,911 across 8 Aerospace & Defense names. LMT ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVAV |
AeroVironment Inc
|
40,991 | $6,766,384 | |
| 2 | LMT |
Lockheed Martin Corp
This page
|
11,541 | $5,879,677 | |
| 3 | BA |
Boeing Co
|
19,832 | $4,293,033 | |
| 4 | RTX |
RTX Corp
|
5,239 | $993,995 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
1,445 | $735,952 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
2,770 | $612,391 | |
| 7 | GE |
General Electric Co
|
1,575 | $588,624 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
2,867 | $489,855 |
All Filings in LMT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,879,677 | 11,541 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,258,723 | 12,010 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,502,205 | 15,511 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,880,029 | 15,785 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,244,818 | 17,802 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,469,725 | 25,676 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,662,753 | 30,174 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $18,700,074 | 31,990 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,590,863 | 33,378 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,860,862 | 34,869 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,871,414 | 23,986 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,266,531 | 25,104 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,780,663 | 25,589 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $12,072,106 | 25,537 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,538,530 | 27,829 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $11,162,622 | 28,897 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,797,329 | 29,764 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $13,780,508 | 31,220 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $11,159,163 | 31,398 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $16,635,545 | 48,205 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $18,431,698 | 48,716 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $17,214,635 | 46,589 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||