Position in LMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,706,251
-$501,246 QoQ
Shares Held
5,312
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#833
of 2,767 holders
Holding Since
Mar 2020
26 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, 2026Joel Isaacson & Co., LLC holds $25,934,564 across 9 Aerospace & Defense names. LMT ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTAI |
FTAI Aviation Ltd.
|
45,345 | $12,267,182 | |
| 2 | GE |
General Electric Co
|
8,688 | $3,246,966 | |
| 3 | RTX |
RTX Corp
|
15,660 | $2,971,171 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
5,312 | $2,706,251 | |
| 5 | BA |
Boeing Co
|
9,244 | $2,001,048 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
4,142 | $915,713 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,662 | $846,473 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
3,084 | $829,164 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,706,251 | 5,312 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,207,497 | 5,307 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,482,194 | 5,132 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,571,929 | 5,152 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $533,537 | 1,152 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $513,269 | 1,149 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $470,875 | 969 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $557,085 | 953 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $470,836 | 1,008 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $511,728 | 1,125 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $484,966 | 1,070 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $437,587 | 1,070 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $423,549 | 920 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $379,602 | 803 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $419,840 | 863 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $310,190 | 803 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $338,378 | 787 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $345,616 | 783 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $278,286 | 783 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $306,793 | 889 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $385,917 | 1,020 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $386,497 | 1,046 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $371,309 | 1,046 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $403,977 | 1,054 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $381,706 | 1,046 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $343,017 | 1,012 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||