Position in LMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$253,201
-$45,972 QoQ
Shares Held
497
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,257
of 2,767 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Trust Investment Advisors holds $4,583,767 across 4 Aerospace & Defense names. LMT ranks #4 (5.5% of the industry book) .
All Filings in LMT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,201 | 497 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $299,173 | 495 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $270,855 | 560 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $213,661 | 428 | Shares | Sole | 2025-11-24 | |
| 2024-09-30 | $388,147 | 664 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||