Position in LMT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,548,968
-$880,871 QoQ
Shares Held
8,929
-0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#621
of 2,760 holders
Holding Since
Sep 2022
6 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, 2026Coastal Bridge Advisors, LLC holds $35,660,363 across 16 Aerospace & Defense names. LMT ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
57,038 | $10,821,819 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
35,112 | $7,762,560 | |
| 3 | LMT |
Lockheed Martin Corp
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|
8,929 | $4,548,968 | |
| 4 | GE |
General Electric Co
|
9,935 | $3,713,007 | |
| 5 | BA |
Boeing Co
|
9,434 | $2,042,177 | |
| 6 | CW |
Curtiss Wright Corp
|
2,261 | $1,713,295 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
3,335 | $969,117 | |
| 8 | GD |
General Dynamics Corp
|
2,190 | $775,785 |
All Filings in LMT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,548,968 | 8,929 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $5,429,839 | 8,984 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,414,939 | 9,128 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,346,539 | 10,710 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,314,531 | 11,475 | Shares | Sole | 2025-08-14 | |
| 2022-09-30 | $371,224 | 961 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||