Position in LMT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$5,159,073
-$1,048,831 QoQ
Shares Held
8,536
-33.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Atria Investments, Inc holds $101,153,731 across 28 Aerospace & Defense names. LMT ranks #8 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
75,553 | $15,037,313 | |
| 2 | RTX |
RTX Corp
|
77,419 | $14,934,125 | |
| 3 | GD |
General Dynamics Corp
|
35,994 | $12,353,860 | |
| 4 | GE |
General Electric Co
|
32,635 | $9,260,833 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
13,295 | $9,070,380 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
17,578 | $6,067,046 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
23,443 | $5,402,673 | |
| 8 | LMT |
Lockheed Martin Corp
This page
|
8,536 | $5,159,073 |
All Filings in LMT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,159,073 | 8,536 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,207,904 | 12,835 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,383,315 | 14,790 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,148,102 | 15,434 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,983,417 | 15,633 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $11,425,907 | 23,513 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $12,500,815 | 21,385 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $9,595,168 | 20,542 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,534,789 | 23,160 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $9,640,414 | 21,270 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,897,742 | 21,757 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $9,526,182 | 20,692 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,576,564 | 20,258 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,700,610 | 19,940 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $7,712,279 | 19,965 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $9,207,593 | 21,415 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,528,730 | 19,322 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $8,531,972 | 24,006 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $8,801,775 | 25,505 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $9,092,885 | 24,033 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $9,261,887 | 25,066 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $8,162,765 | 22,995 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $8,323,691 | 21,717 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $8,579,999 | 23,512 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||