Capstone Financial Advisors, Inc.
Position in LMT — Lockheed Martin Corp
CIK 1599217
DOWNERS GROVE, IL
Position in LMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$360,697
-$65,397 QoQ
Shares Held
708
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,007
of 2,767 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Capstone Financial Advisors, Inc. holds $2,254,088 across 5 Aerospace & Defense names. LMT ranks #4 (16.0% of the industry book) .
All Filings in LMT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,697 | 708 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $426,094 | 705 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $340,020 | 703 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $349,946 | 701 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $327,903 | 708 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $240,776 | 539 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $258,034 | 531 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $337,291 | 577 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $231,152 | 510 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $208,569 | 510 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $235,714 | 512 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $245,346 | 519 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $249,082 | 512 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||