UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in LMT — Lockheed Martin Corp
CIK 1463217
IRVING, TX
Position in LMT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,698,240
-$899,015 QoQ
Shares Held
9,222
-0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#610
of 2,765 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $170,741,421 across 22 Aerospace & Defense names. LMT ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
208,766 | $39,609,173 | |
| 2 | GE |
General Electric Co
|
93,374 | $34,896,665 | |
| 3 | GD |
General Dynamics Corp
|
86,894 | $30,781,330 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
86,000 | $19,012,880 | |
| 5 | BA |
Boeing Co
|
50,907 | $11,019,838 | |
| 6 | HEI |
Heico Corp
|
16,917 | $5,911,071 | |
| 7 | LMT |
Lockheed Martin Corp
This page
|
9,222 | $4,698,240 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
16,270 | $4,374,352 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,698,240 | 9,222 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $5,597,255 | 9,261 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,811,803 | 7,881 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,590,318 | 7,192 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,360,080 | 7,255 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,941,585 | 6,585 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,479,816 | 7,161 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,429,211 | 7,577 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,587,328 | 7,680 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,548,504 | 12,198 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,969,170 | 13,170 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $12,066,364 | 29,505 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $13,736,818 | 29,838 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,976,855 | 33,797 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $17,904,777 | 36,804 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $14,457,289 | 37,426 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,799,397 | 39,072 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $17,489,150 | 39,622 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $14,027,677 | 39,469 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $13,457,174 | 38,995 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,263,374 | 42,985 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $16,243,220 | 43,960 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $15,721,354 | 44,288 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $17,397,462 | 45,391 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $16,478,692 | 45,157 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $15,983,865 | 47,157 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||