Position in LMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$967,464
-$173,624 QoQ
Shares Held
1,899
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,332
of 2,765 holders
Holding Since
Mar 2021
19 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, 2026Klingman & Associates, LLC holds $7,497,783 across 8 Aerospace & Defense names. LMT ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
9,785 | $3,656,948 | |
| 2 | RTX |
RTX Corp
|
5,716 | $1,084,496 | |
| 3 | LMT |
Lockheed Martin Corp
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|
1,899 | $967,464 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
2,046 | $594,547 | |
| 5 | GD |
General Dynamics Corp
|
986 | $349,280 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
1,468 | $324,134 | |
| 7 | BA |
Boeing Co
|
1,390 | $300,893 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
432 | $220,021 |
All Filings in LMT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $967,464 | 1,899 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,141,088 | 1,888 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $876,410 | 1,812 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $894,085 | 1,791 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $848,009 | 1,831 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $785,316 | 1,758 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $840,190 | 1,729 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,010,704 | 1,729 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $798,741 | 1,710 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $776,008 | 1,706 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $773,227 | 1,706 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $702,184 | 1,717 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $833,287 | 1,810 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $804,586 | 1,702 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $826,060 | 1,698 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $653,602 | 1,692 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $725,342 | 1,687 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $751,704 | 1,703 | Shares | Sole | 2022-05-06 | |
| 2021-03-31 | $212,093 | 574 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||