Position in LMT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$11,516,852
-$1,260,556 QoQ
Shares Held
22,606
+6.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#358
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, 2026Sequoia Financial Advisors, LLC holds $328,054,908 across 31 Aerospace & Defense names. LMT ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
601,888 | $114,196,210 | |
| 2 | GE |
General Electric Co
|
88,294 | $32,998,116 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
109,349 | $24,144,259 | |
| 4 | GD |
General Dynamics Corp
|
55,163 | $19,540,941 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
66,606 | $19,355,037 | |
| 6 | BA |
Boeing Co
|
64,409 | $13,942,616 | |
| 7 | BWXT |
BWX Technologies, Inc.
|
60,999 | $11,873,455 | |
| 8 | LMT |
Lockheed Martin Corp
This page
|
22,606 | $11,516,852 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,516,852 | 22,606 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $12,777,408 | 21,141 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $10,163,357 | 21,013 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,876,869 | 19,785 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,243,509 | 15,640 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,740,223 | 12,850 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,279,802 | 12,923 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $7,183,073 | 12,288 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,892,405 | 10,474 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $5,207,351 | 11,448 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $13,080,053 | 28,859 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,142,039 | 7,683 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,667,847 | 7,967 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,992,204 | 8,445 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,035,921 | 8,296 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,514,643 | 3,921 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,028,981 | 4,719 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,631,626 | 5,962 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,442,269 | 12,499 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $354,072 | 1,026 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $4,190,226 | 11,075 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $3,444,479 | 9,322 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,661,306 | 4,680 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,799,882 | 4,696 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,807,813 | 4,954 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $1,477,144 | 4,358 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||