Oxbow Advisors, LLC

Position in LMT — Lockheed Martin Corp

CIK 1564770 Austin, TX

Position in LMT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,977,793

+$218,869 QoQ

Shares Held

5,845

-1.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#789

of 2,767 holders

Holding Since

Mar 2021

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Oxbow Advisors, LLC holds $4,667,614 across 6 Aerospace & Defense names. LMT ranks #1 (63.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	5,845	$2,977,793
2	GE	General Electric Co	1,014	$378,962
3	BA	Boeing Co	1,715	$371,246
4	RTX	RTX Corp	1,748	$331,648
5	SPCX	Space Exploration Technologies Corp	1,805	$308,402
6	HONA	Honeywell Aerospace Inc.	1,355	$299,563

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,977,793	5,845	-1.9%	Shares	Sole	2026-08-07
2025-06-30	$2,758,924	5,957	+3.0%	Shares	Sole	2025-07-29
2025-03-31	$2,584,217	5,785	-76.6%	Shares	Sole	2025-05-01
2021-12-31	$8,796,752	24,751	-1.1%	Shares	Sole	2022-02-09
2021-09-30	$8,632,676	25,015	+5.8%	Shares	Sole	2021-11-10
2021-06-30	$8,943,058	23,637	+0.3%	Shares	Sole	2021-08-04
2021-03-31	$8,710,593	23,574	—	Shares	Sole	2021-05-11
No filing history on record for this holder in this stock.