BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in LMT — Lockheed Martin Corp
CIK 1654599
MORRISTOWN, NJ
Position in LMT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$550,726
-$158,223 QoQ
Shares Held
1,081
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,699
of 2,765 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, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $30,238,954 across 13 Aerospace & Defense names. LMT ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
62,599 | $11,876,908 | |
| 2 | BA |
Boeing Co
|
41,711 | $9,029,180 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
14,362 | $7,314,710 | |
| 4 | GE |
General Electric Co
|
3,189 | $1,191,824 | |
| 5 | LMT |
Lockheed Martin Corp
This page
|
1,081 | $550,726 | |
| 6 | GD |
General Dynamics Corp
|
380 | $134,611 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
175 | $50,853 | |
| 8 | RKLB |
Rocket Lab Corp
|
399 | $40,558 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550,726 | 1,081 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $708,949 | 1,173 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $610,875 | 1,263 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $671,936 | 1,346 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $631,259 | 1,363 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $684,806 | 1,533 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,179,862 | 2,428 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,492,966 | 2,554 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,265,373 | 2,709 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,351,418 | 2,971 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,445,835 | 3,190 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,861,585 | 4,552 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,108,540 | 4,580 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,456,481 | 3,081 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,501,308 | 3,086 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,141,873 | 2,956 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,282,570 | 2,983 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,367,015 | 3,097 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,113,499 | 3,133 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,795,754 | 10,999 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,274,598 | 11,298 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $4,102,189 | 11,102 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $3,955,187 | 11,142 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,265,523 | 11,129 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $4,065,938 | 11,142 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $3,734,212 | 11,017 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||