Position in LMT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,662,437
-$600,664 QoQ
Shares Held
5,226
-3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#837
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, 2026Crestwood Advisors Group, LLC holds $73,555,577 across 20 Aerospace & Defense names. LMT ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HONA |
Honeywell Aerospace Inc.
|
114,381 | $25,287,350 | |
| 2 | TDG |
TransDigm Group INC
|
14,451 | $19,249,310 | |
| 3 | RTX |
RTX Corp
|
48,843 | $9,266,982 | |
| 4 | GE |
General Electric Co
|
15,578 | $5,821,965 | |
| 5 | LMT |
Lockheed Martin Corp
This page
|
5,226 | $2,662,437 | |
| 6 | GD |
General Dynamics Corp
|
6,689 | $2,369,511 | |
| 7 | BA |
Boeing Co
|
5,923 | $1,282,151 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
4,506 | $1,211,483 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,662,437 | 5,226 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,263,101 | 5,399 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,471,553 | 5,110 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,436,644 | 4,881 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,311,531 | 4,991 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,160,736 | 4,837 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,314,046 | 4,762 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,649,810 | 4,533 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,161,271 | 4,627 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,943,204 | 4,272 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,838,794 | 4,057 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,320,122 | 3,228 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,417,510 | 3,079 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,413,462 | 2,990 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,784,931 | 3,669 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,678,816 | 4,346 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,941,699 | 4,516 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,988,948 | 4,506 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $7,262,092 | 20,433 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $36,413,916 | 105,517 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $40,057,806 | 105,875 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $38,686,650 | 104,700 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $39,227,419 | 110,506 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $41,552,534 | 108,413 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $39,338,740 | 107,801 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $34,673,229 | 102,296 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||