Position in LMT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$8,445,318
-$1,501,128 QoQ
Shares Held
16,577
+0.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#436
of 2,765 holders
Holding Since
Mar 2020
26 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, 2026Aviance Capital Partners, LLC holds $20,037,207 across 7 Aerospace & Defense names. LMT ranks #1 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
16,577 | $8,445,318 | |
| 2 | BA |
Boeing Co
|
26,229 | $5,677,791 | |
| 3 | SWBI |
Smith & Wesson Brands, Inc.
|
110,055 | $1,655,227 | |
| 4 | RTX |
RTX Corp
|
6,904 | $1,309,895 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
5,165 | $1,140,432 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
2,225 | $1,133,214 | |
| 7 | GE |
General Electric Co
|
1,807 | $675,330 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,445,318 | 16,577 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $9,946,446 | 16,457 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,001,836 | 16,544 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,258,930 | 16,544 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,676,082 | 16,574 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,338,105 | 16,427 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,847,445 | 16,149 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $9,188,114 | 15,718 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,317,121 | 15,665 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,048,210 | 15,495 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $4,768,084 | 10,520 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,310,847 | 10,541 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,913,175 | 10,672 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,987,774 | 10,551 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,129,064 | 10,543 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,121,328 | 10,669 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,546,054 | 12,899 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $5,629,615 | 12,754 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $6,250,595 | 17,587 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $6,199,031 | 17,963 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,441,787 | 17,026 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $6,094,902 | 16,495 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,296,365 | 6,469 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,483,271 | 6,479 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,463,210 | 6,750 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $2,328,586 | 6,870 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||