Position in LMT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$970,897,532
+$377,198,415 QoQ
Shares Held
1,606,409
+30.9% QoQ
Ownership
0.697%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 44.57146343179103.ToString("F0")%
Shared 0.ToString("F0")%
None 55.42853656820896.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Derivatives in LMT
reported options exposure · as of Mar 31, 2026CallValue
$13,598,775
CallShares
22,500
PutValue
$362,634
PutShares
600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026UBS Group AG holds $10,649,886,613 across 78 Aerospace & Defense names. LMT ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
9,902,589 | $1,910,209,416 | |
| 2 | BA |
Boeing Co
|
7,131,308 | $1,419,344,227 | |
| 3 | GE |
General Electric Co
|
3,719,099 | $1,055,368,721 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
1,606,409 | $970,897,532 | |
| 5 | TDG |
TransDigm Group INC
|
509,668 | $590,684,824 | |
| 6 | GD |
General Dynamics Corp
|
1,525,902 | $523,720,083 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
691,787 | $471,964,761 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
1,855,203 | $427,550,082 |
All Filings in LMT
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $970,897,532 | 1,606,409 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $13,598,775 | 22,500 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $362,634 | 600 | Put | Defined | 2026-05-05 | |
| 2025-12-31 | $593,699,117 | 1,227,488 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $283,675,357 | 586,506 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $19,878,837 | 41,100 | Put | Defined | 2026-01-29 | |
| 2025-09-30 | $279,857,126 | 560,600 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $15,575,352 | 31,200 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $698,119,223 | 1,398,448 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $13,523,688 | 29,200 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $86,933,230 | 187,704 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $744,930,120 | 1,608,434 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $33,413,908 | 74,800 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $814,535,031 | 1,823,409 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $94,077,126 | 210,600 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $25,949,196 | 53,400 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $89,801,712 | 184,800 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $916,503,732 | 1,886,043 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $975,073,552 | 1,668,047 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $99,959,760 | 171,000 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $34,664,408 | 59,300 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $25,503,660 | 54,600 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $800,564,087 | 1,713,903 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $18,170,190 | 38,900 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $757,281,674 | 1,664,831 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $20,787,559 | 45,700 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $32,477,718 | 71,400 | Put | Defined | 2024-05-13 | |
| 2023-12-31 | $15,319,512 | 33,800 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $46,453,020 | 102,491 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $667,160,212 | 1,471,980 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $12,595,968 | 30,800 | Call | Defined | 2023-11-09 | |
| 2023-09-30 | $8,833,536 | 21,600 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $565,959,742 | 1,383,900 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $719,867,659 | 1,563,638 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $14,179,704 | 30,800 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $20,164,644 | 43,800 | Put | Defined | 2023-08-11 | |
| 2023-03-31 | $43,112,976 | 91,200 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $18,531,016 | 39,200 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $740,427,542 | 1,566,280 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $12,113,601 | 24,900 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $821,552,202 | 1,688,734 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $70,054,560 | 144,000 | Put | Defined | 2023-02-08 | |
| 2022-09-30 | $562,603,569 | 1,456,428 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $9,664,975 | 25,020 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $21,554,982 | 55,800 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $666,194,211 | 1,549,433 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $10,663,008 | 24,800 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $18,660,264 | 43,400 | Put | Defined | 2022-08-10 | |
| 2022-03-31 | $705,461,367 | 1,598,236 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $781,902 | 2,200 | Call | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||