Position in LMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,548,598
-$858,201 QoQ
Shares Held
12,854
+4.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#513
of 2,760 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Mutual Advisors, LLC holds $41,412,429 across 16 Aerospace & Defense names. LMT ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
40,314 | $7,648,775 | |
| 2 | BA |
Boeing Co
|
32,245 | $6,980,075 | |
| 3 | LMT |
Lockheed Martin Corp
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|
12,854 | $6,548,598 | |
| 4 | GE |
General Electric Co
|
12,577 | $4,700,402 | |
| 5 | RKLB |
Rocket Lab Corp
|
42,188 | $4,288,410 | |
| 6 | GD |
General Dynamics Corp
|
8,901 | $3,153,090 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
10,856 | $1,854,856 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
3,013 | $1,534,551 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,548,598 | 12,854 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,406,799 | 12,255 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,068,607 | 12,547 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,702,393 | 13,426 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,695,695 | 12,298 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,039,335 | 11,281 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $5,464,395 | 11,245 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,704,318 | 11,469 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,167,121 | 13,203 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,832,602 | 15,021 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $5,934,724 | 13,094 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $4,788,103 | 11,708 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,531,411 | 14,187 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,554,401 | 13,865 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $5,900,637 | 12,129 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $4,454,696 | 11,532 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,400,640 | 10,235 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,613,512 | 10,452 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,743,533 | 10,533 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,536,929 | 10,249 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,868,250 | 10,224 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,400,878 | 9,204 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,319,772 | 9,352 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,916,355 | 10,218 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,951,108 | 8,087 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,897,442 | 5,598 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||