Position in LMT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$938,425
-$249,201 QoQ
Shares Held
1,842
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,356
of 2,765 holders
Holding Since
Mar 2020
25 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, 2026Allen Capital Group, LLC holds $4,874,998 across 8 Aerospace & Defense names. LMT ranks #1 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
1,842 | $938,425 | |
| 2 | GD |
General Dynamics Corp
|
2,320 | $821,836 | |
| 3 | RTX |
RTX Corp
|
4,267 | $809,577 | |
| 4 | GE |
General Electric Co
|
1,959 | $732,137 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
1,333 | $678,910 | |
| 6 | BA |
Boeing Co
|
1,771 | $383,368 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
1,636 | $279,526 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
860 | $231,219 |
All Filings in LMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $938,425 | 1,842 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,187,626 | 1,965 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $944,123 | 1,952 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $985,939 | 1,975 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $907,754 | 1,960 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $839,814 | 1,880 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $982,570 | 2,022 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,235,759 | 2,114 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,045,369 | 2,238 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $963,869 | 2,119 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $971,746 | 2,144 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $943,879 | 2,308 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,100,768 | 2,391 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,100,042 | 2,327 | Shares | Sole | 2023-04-28 | |
| 2022-09-30 | $935,208 | 2,421 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,065,870 | 2,479 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,137,046 | 2,576 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,838,659 | 7,987 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,662,101 | 7,714 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,829,679 | 7,479 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,759,056 | 7,467 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,238,858 | 6,307 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $2,139,085 | 5,581 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,036,983 | 5,582 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,934,387 | 5,707 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||