Position in LMT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$5,457,844
-$54,192 QoQ
Shares Held
10,713
+17.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#12
of 102 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $34,061,074 across 11 Aerospace & Defense names. LMT ranks #4 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
22,520 | $8,416,399 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
16,441 | $8,373,565 | |
| 3 | RTX |
RTX Corp
|
31,443 | $5,965,680 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
10,713 | $5,457,844 | |
| 5 | BA |
Boeing Co
|
9,201 | $1,991,740 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
2,677 | $1,500,752 | |
| 7 | GD |
General Dynamics Corp
|
2,895 | $1,025,524 | |
| 8 | RKLB |
Rocket Lab Corp
|
6,398 | $650,356 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,457,844 | 10,713 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $5,512,036 | 9,120 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,413,972 | 9,126 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $5,531,246 | 11,080 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $5,157,527 | 11,136 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,962,501 | 11,109 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,121,807 | 10,540 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,274,667 | 10,734 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $5,054,022 | 10,820 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $5,275,582 | 11,598 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $5,899,825 | 13,017 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,454,392 | 10,892 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,652,139 | 10,105 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,035,696 | 8,537 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $3,065,373 | 6,301 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,377,228 | 6,154 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,559,551 | 5,953 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,570,272 | 5,823 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $2,110,424 | 5,938 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $4,041,121 | 11,710 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $4,793,316 | 12,669 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,660,134 | 12,612 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,348,192 | 6,615 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,211,525 | 5,770 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,047,201 | 5,610 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,830,668 | 5,401 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||