Lipe & Dalton

Position in LMT — Lockheed Martin Corp

CIK 1570396 SYRACUSE, NY

Position in LMT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$2,129,542

-$499,554 QoQ

Shares Held

4,180

-3.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.62%

of 13F equity value

Holder Rank

#941

of 2,767 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Lipe & Dalton holds $8,123,794 across 3 Aerospace & Defense names. LMT ranks #2 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	27,116	$5,869,800
2	LMT	Lockheed Martin Corp This page	4,180	$2,129,542
3	GE	General Electric Co	333	$124,452

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,129,542	4,180	-3.9%	Shares	Sole	2026-07-14
2026-03-31	$2,629,096	4,350	0.0%	Shares	Sole	2026-04-30
2025-12-31	$2,103,964	4,350	-2.4%	Shares	Sole	2026-01-26
2025-09-30	$2,223,980	4,455	-0.4%	Shares	Sole	2026-01-26
2025-06-30	$2,072,551	4,475	0.0%	Shares	Sole	2025-08-01
2025-03-31	$1,999,027	4,475	-0.8%	Shares	Sole	2025-05-05
2024-12-31	$2,191,589	4,510	-2.2%	Shares	Sole	2025-02-03
2024-09-30	$2,694,821	4,610	-0.4%	Shares	Sole	2024-11-04
2024-06-30	$2,162,673	4,630	-4.6%	Shares	Sole	2024-08-02
2024-03-31	$2,208,393	4,855	0.0%	Shares	Sole	2024-05-07
2023-12-31	$2,200,480	4,855	-0.6%	Shares	Sole	2024-01-30
2023-09-30	$1,997,769	4,885	-0.2%	Shares	Sole	2023-11-03
2023-06-30	$2,253,560	4,895	-2.4%	Shares	Sole	2023-07-26
2023-03-31	$2,370,740	5,015	-0.6%	Shares	Sole	2023-05-02
2022-12-31	$2,454,342	5,045	-0.6%	Shares	Sole	2023-02-03
2022-09-30	$1,960,421	5,075	0.0%	Shares	Sole	2022-11-07
2022-06-30	$2,182,047	5,075	0.0%	Shares	Sole	2022-08-01
2022-03-31	$2,240,105	5,075	+6.2%	Shares	Sole	2022-04-26
2021-12-31	$1,698,859	4,780	—	Shares	Sole	2022-02-01
No filing history on record for this holder in this stock.