Position in LMT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$419,285
-$82,963 QoQ
Shares Held
823
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,896
of 2,766 holders
Holding Since
Mar 2020
23 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, 2026YHB Investment Advisors, Inc. holds $34,284,807 across 7 Aerospace & Defense names. LMT ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WWD |
Woodward, Inc.
|
25,480 | $10,840,211 | |
| 2 | RTX |
RTX Corp
|
48,845 | $9,267,361 | |
| 3 | GE |
General Electric Co
|
21,071 | $7,874,864 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
14,799 | $4,300,441 | |
| 5 | TDG |
TransDigm Group INC
|
1,024 | $1,364,008 | |
| 6 | LMT |
Lockheed Martin Corp
This page
|
823 | $419,285 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
390 | $218,637 |
All Filings in LMT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,285 | 823 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $502,248 | 831 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $316,803 | 655 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $334,470 | 670 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $310,303 | 670 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $315,823 | 707 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $256,576 | 528 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $400,423 | 685 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $249,898 | 535 | Shares | Sole | 2024-08-01 | |
| 2023-12-31 | $238,404 | 526 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $215,112 | 526 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $242,159 | 526 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $257,637 | 545 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $265,137 | 545 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $203,188 | 526 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $228,308 | 531 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $238,797 | 541 | Shares | Sole | 2022-04-14 | |
| 2021-06-30 | $209,605 | 554 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $204,703 | 554 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $200,208 | 564 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $211,570 | 552 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $280,258 | 768 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $269,804 | 796 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||