Position in LMT
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$5,965,933
+$1,237,576 QoQ
Shares Held
9,871
+1.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Prospera Financial Services Inc holds $103,948,521 across 24 Aerospace & Defense names. LMT ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HEI |
Heico Corp
|
69,764 | $19,129,288 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
46,678 | $16,110,911 | |
| 3 | RTX |
RTX Corp
|
65,836 | $12,699,764 | |
| 4 | GE |
General Electric Co
|
37,613 | $10,673,441 | |
| 5 | BA |
Boeing Co
|
47,645 | $9,482,784 | |
| 6 | TDG |
TransDigm Group INC
|
6,949 | $8,053,613 | |
| 7 | LMT |
Lockheed Martin Corp
This page
|
9,871 | $5,965,933 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
24,065 | $5,546,019 |
All Filings in LMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,965,933 | 9,871 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,728,357 | 9,776 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,906,235 | 9,828 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,023,054 | 15,164 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,824,388 | 15,277 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,610,306 | 15,661 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,860,175 | 15,157 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,060,155 | 12,974 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,705,238 | 14,741 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $7,442,200 | 16,420 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,813,273 | 16,660 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,159,829 | 15,552 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,400,467 | 11,424 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,127,644 | 6,429 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $5,011,726 | 12,974 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $5,135,012 | 11,943 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $9,483,479 | 21,485 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $9,002,535 | 25,330 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $8,542,950 | 24,755 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,952,202 | 15,732 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,718,012 | 15,475 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $5,782,624 | 16,290 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,861,590 | 4,857 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $5,596,048 | 15,335 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,861,657 | 11,393 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||