Position in LMT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$148,215,164
+$26,540,721 QoQ
Shares Held
245,231
-2.5% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Derivatives in LMT
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$543,951
PutShares
900
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, 2026Cetera Investment Advisers holds $769,975,669 across 46 Aerospace & Defense names. LMT ranks #1 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
245,231 | $148,215,164 | |
| 2 | RTX |
RTX Corp
|
661,761 | $127,653,696 | |
| 3 | GE |
General Electric Co
|
383,987 | $108,963,990 | |
| 4 | BA |
Boeing Co
|
321,481 | $63,984,363 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
87,133 | $59,445,617 | |
| 6 | GD |
General Dynamics Corp
|
150,760 | $51,743,847 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
114,737 | $39,601,475 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
125,572 | $28,939,323 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $148,215,164 | 245,231 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $543,951 | 900 | Put | Sole | 2026-05-13 | |
| 2025-12-31 | $121,674,443 | 251,565 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $126,186,310 | 252,772 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $96,422,969 | 208,194 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $89,704,728 | 200,812 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $91,784,347 | 188,880 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $110,464,887 | 188,971 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $87,683,077 | 187,718 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $86,443,039 | 190,039 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $23,121,585 | 51,014 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $21,019,317 | 51,397 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $22,293,901 | 48,425 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $21,790,489 | 46,095 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $22,442,270 | 46,131 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,054,074 | 28,616 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,795,783 | 34,412 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $15,345,712 | 34,766 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $12,495,149 | 35,157 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,098,761 | 32,161 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $11,863,920 | 31,357 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,648,384 | 26,112 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $10,538,291 | 29,687 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $3,625,445 | 9,459 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,366,387 | 9,225 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,149,184 | 9,291 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||