HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in LMT — Lockheed Martin Corp
CIK 1484205
LONG BEACH, CA
Position in LMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,094
-$345 QoQ
Shares Held
10
+11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,733
of 2,767 holders
Holding Since
Dec 2024
7 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $462,103 across 16 Aerospace & Defense names. LMT ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
1,085 | $234,869 | |
| 2 | GE |
General Electric Co
|
272 | $101,654 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
329 | $72,643 | |
| 4 | WWD |
Woodward, Inc.
|
55 | $23,399 | |
| 5 | RTX |
RTX Corp
|
83 | $15,747 | |
| 6 | LMT |
Lockheed Martin Corp
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|
10 | $5,094 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
29 | $4,954 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
4 | $1,162 |
All Filings in LMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,094 | 10 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,439 | 9 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $7,255 | 15 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,982 | 22 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $6,947 | 15 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $8,487 | 19 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $7,289 | 15 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||