Position in LMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,169,210
-$319,402 QoQ
Shares Held
2,295
-6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,227
of 2,760 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, 2026Fiduciary Group, LLC holds $28,559,520 across 10 Aerospace & Defense names. LMT ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
79,536 | $15,090,365 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
14,702 | $3,250,318 | |
| 3 | GE |
General Electric Co
|
6,341 | $2,369,821 | |
| 4 | GD |
General Dynamics Corp
|
6,567 | $2,326,294 | |
| 5 | HEI |
Heico Corp
|
6,798 | $1,824,131 | |
| 6 | LMT |
Lockheed Martin Corp
This page
|
2,295 | $1,169,210 | |
| 7 | BA |
Boeing Co
|
4,400 | $952,468 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
1,357 | $691,133 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,169,210 | 2,295 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,488,612 | 2,463 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,203,854 | 2,489 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,264,998 | 2,534 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,173,596 | 2,534 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,131,963 | 2,534 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,234,287 | 2,540 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,484,782 | 2,540 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,196,243 | 2,561 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,166,741 | 2,565 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,158,028 | 2,555 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,062,069 | 2,597 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,064,398 | 2,312 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,083,024 | 2,291 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,124,278 | 2,311 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $884,990 | 2,291 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $956,231 | 2,224 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $977,259 | 2,214 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $785,456 | 2,210 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $731,612 | 2,120 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $816,857 | 2,159 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $792,577 | 2,145 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $696,825 | 1,963 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $752,378 | 1,963 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $707,944 | 1,940 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $733,148 | 2,163 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||