Position in LMT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$385,661
-$96,037 QoQ
Shares Held
757
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,959
of 2,767 holders
Holding Since
Mar 2020
19 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, 2026Plancorp, LLC holds $7,164,059 across 7 Aerospace & Defense names. LMT ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
10,332 | $2,236,568 | |
| 2 | GE |
General Electric Co
|
5,937 | $2,218,835 | |
| 3 | WWD |
Woodward, Inc.
|
1,972 | $838,967 | |
| 4 | RTX |
RTX Corp
|
3,121 | $592,147 | |
| 5 | DCO |
Ducommun Inc /De/
|
3,111 | $576,188 | |
| 6 | LMT |
Lockheed Martin Corp
This page
|
757 | $385,661 | |
| 7 | TDG |
TransDigm Group INC
|
237 | $315,693 |
All Filings in LMT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,661 | 757 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $481,698 | 797 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $387,903 | 802 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $393,876 | 789 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $422,383 | 912 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $397,125 | 889 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $447,550 | 921 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $540,718 | 925 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $427,863 | 916 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $431,671 | 949 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $426,952 | 942 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $350,069 | 856 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $331,473 | 720 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $297,819 | 630 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $324,975 | 668 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $201,257 | 521 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $201,651 | 469 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $207,899 | 471 | Shares | Sole | 2022-05-13 | |
| 2020-03-31 | $230,824 | 681 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||