Position in LMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,330,410
-$806,905 QoQ
Shares Held
8,500
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#637
of 2,767 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Barbara Oil Co. holds $26,313,152 across 8 Aerospace & Defense names. LMT ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
|
5,065 | $6,746,782 | |
| 2 | BA |
Boeing Co
|
22,500 | $4,870,575 | |
| 3 | LMT |
Lockheed Martin Corp
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|
8,500 | $4,330,410 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
10,000 | $2,905,900 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
11,675 | $2,272,538 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
3,390 | $1,900,467 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
8,000 | $1,768,640 | |
| 8 | RTX |
RTX Corp
|
8,000 | $1,517,840 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,330,410 | 8,500 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $5,137,315 | 8,500 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,111,195 | 8,500 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $4,243,285 | 8,500 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $3,936,690 | 8,500 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $3,797,035 | 8,500 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $4,130,490 | 8,500 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $4,968,760 | 8,500 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,970,350 | 8,500 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,866,395 | 8,500 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,852,540 | 8,500 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,476,160 | 8,500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,913,230 | 8,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,018,205 | 8,500 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,135,165 | 8,500 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,283,465 | 8,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,654,660 | 8,500 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,751,900 | 8,500 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,020,985 | 8,500 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,933,350 | 8,500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,215,975 | 8,500 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,140,750 | 8,500 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,017,330 | 8,500 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,257,880 | 8,500 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,101,820 | 8,500 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,881,075 | 8,500 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||