Position in LMT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$6,197,071
-$1,114,234 QoQ
Shares Held
12,164
+0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#527
of 2,760 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, 2026Gradient Investments LLC holds $48,229,465 across 10 Aerospace & Defense names. LMT ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
81,001 | $15,368,319 | |
| 2 | HII |
Huntington Ingalls Industries, Inc.
|
48,527 | $13,582,222 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
12,164 | $6,197,071 | |
| 4 | EMBJ |
Embraer S.A.
|
83,533 | $5,329,405 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
15,388 | $2,995,274 | |
| 6 | TXT |
Textron Inc
|
30,682 | $2,814,459 | |
| 7 | BA |
Boeing Co
|
5,681 | $1,229,766 | |
| 8 | GE |
General Electric Co
|
765 | $285,903 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,197,071 | 12,164 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $7,311,305 | 12,097 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,787,111 | 11,965 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $6,029,957 | 12,079 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $5,539,617 | 11,961 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $5,300,660 | 11,866 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $5,593,169 | 11,510 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,679,182 | 11,426 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,323,071 | 11,396 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $5,126,839 | 11,271 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,219,511 | 11,516 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $6,147,895 | 15,033 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $6,936,085 | 15,066 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $8,701,068 | 18,406 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $8,954,821 | 18,407 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $2,506,635 | 6,489 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,803,339 | 6,520 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $3,014,762 | 6,830 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $14,396,592 | 40,507 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $18,319,288 | 53,084 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $16,744,635 | 44,257 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $16,142,716 | 43,688 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $12,409,745 | 34,959 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $13,537,066 | 35,319 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $12,061,335 | 33,052 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $11,443,290 | 33,761 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||