Position in LMT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,151,449
-$383,967 QoQ
Shares Held
4,223
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#934
of 2,767 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Bollard Group LLC holds $10,570,976 across 8 Aerospace & Defense names. LMT ranks #3 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
26,542 | $5,035,813 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
10,373 | $2,293,262 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
4,223 | $2,151,449 | |
| 4 | GE |
General Electric Co
|
1,590 | $594,230 | |
| 5 | BA |
Boeing Co
|
1,310 | $283,575 | |
| 6 | BETA |
BETA Technologies, Inc.
|
9,798 | $164,116 | |
| 7 | GD |
General Dynamics Corp
|
137 | $48,530 | |
| 8 | TDG |
TransDigm Group INC
|
1 | $1 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,151,449 | 4,223 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,535,416 | 4,195 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,007,230 | 4,150 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,057,244 | 4,121 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,908,599 | 4,121 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,751,549 | 3,921 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,905,370 | 3,921 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,292,059 | 3,921 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,831,499 | 3,921 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,783,545 | 3,921 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,777,154 | 3,921 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,603,532 | 3,921 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,812,055 | 3,936 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,853,574 | 3,921 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,907,527 | 3,921 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,514,643 | 3,921 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $1,685,873 | 3,921 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,730,729 | 3,921 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,393,562 | 3,921 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,353,137 | 3,921 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,483,510 | 3,921 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,448,809 | 3,921 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $1,391,876 | 3,921 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $1,502,840 | 3,921 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,430,851 | 3,921 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,329,022 | 3,921 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||