OneDigital Investment Advisors LLC
Position in LMT — Lockheed Martin Corp
CIK 1690370
OVERLAND PARK, KS
Position in LMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,796,056
-$664,003 QoQ
Shares Held
9,414
+4.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#603
of 2,767 holders
Holding Since
Mar 2020
26 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, 2026OneDigital Investment Advisors LLC holds $65,226,263 across 23 Aerospace & Defense names. LMT ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
69,263 | $14,993,361 | |
| 2 | TDG |
TransDigm Group INC
|
7,802 | $10,392,576 | |
| 3 | GE |
General Electric Co
|
26,646 | $9,958,409 | |
| 4 | RTX |
RTX Corp
|
35,861 | $6,803,907 | |
| 5 | LMT |
Lockheed Martin Corp
This page
|
9,414 | $4,796,056 | |
| 6 | GD |
General Dynamics Corp
|
11,997 | $4,249,817 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
5,175 | $1,503,803 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
8,006 | $1,367,905 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,796,056 | 9,414 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,460,059 | 9,034 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,874,426 | 10,078 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,921,294 | 7,855 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,718,087 | 8,028 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,214,262 | 9,434 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,773,939 | 11,882 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,425,081 | 12,702 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $6,108,266 | 13,077 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,766,127 | 10,478 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,660,666 | 10,283 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,559,178 | 8,703 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,298,622 | 7,165 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,408,383 | 7,210 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,467,700 | 7,128 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,542,174 | 6,581 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,458,941 | 5,719 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,557,030 | 5,793 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,144,899 | 6,035 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $2,019,525 | 5,852 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,151,298 | 5,686 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,080,654 | 5,631 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,949,195 | 5,491 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,134,103 | 5,568 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,999,761 | 5,480 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,924,219 | 5,677 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||