Position in LMT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$237,857,684
+$32,556,214 QoQ
Shares Held
393,550
-7.3% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Derivatives in LMT
reported options exposure · as of Jun 30, 2024CallValue
$280,260
CallShares
600
PutValue
$0
PutShares
0
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, 2026HighTower Advisors, LLC holds $1,137,384,468 across 45 Aerospace & Defense names. LMT ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
1,777,434 | $342,867,018 | |
| 2 | LMT |
Lockheed Martin Corp
This page
|
393,550 | $237,857,684 | |
| 3 | BA |
Boeing Co
|
677,497 | $134,842,227 | |
| 4 | GE |
General Electric Co
|
472,906 | $134,196,535 | |
| 5 | GD |
General Dynamics Corp
|
182,892 | $62,772,192 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
91,083 | $62,140,465 | |
| 7 | HEI |
Heico Corp
|
116,162 | $31,851,620 | |
| 8 | TDG |
TransDigm Group INC
|
18,156 | $21,042,077 |
All Filings in LMT
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $237,857,684 | 393,550 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $205,301,470 | 424,466 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $209,805,482 | 420,275 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $191,340,270 | 413,137 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $178,586,617 | 399,782 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $199,821,443 | 411,206 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $215,747,066 | 369,076 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $169,665,200 | 363,231 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $280,260 | 600 | Call | Sole | 2024-08-13 | |
| 2024-03-31 | $161,851,388 | 355,819 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $152,782,671 | 337,090 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $135,733,824 | 331,900 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $149,294,788 | 324,286 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $144,338,178 | 305,329 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $5,200,030 | 11,000 | Call | Sole | 2023-05-12 | |
| 2022-12-31 | $153,680,245 | 315,896 | Shares | Sole | 2023-02-09 | |
| 2022-12-31 | $96,811 | 199 | Put | Sole | 2023-02-09 | |
| 2022-09-30 | $38,629 | 100 | Put | Sole | 2022-11-09 | |
| 2022-09-30 | $103,713,843 | 268,487 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $101,360,060 | 235,743 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $121,937,191 | 276,251 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $81,179,198 | 228,410 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $86,400,616 | 250,364 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $91,508,866 | 241,863 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $83,710,964 | 226,552 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $75,526,609 | 212,763 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $67,551,950 | 176,247 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $182,460 | 500 | Call | Sole | 2020-08-10 | |
| 2020-06-30 | $51,290,235 | 140,552 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $43,668,284 | 128,834 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||