Patriot Financial Group Insurance Agency, LLC
InsurancePosition in LMT — Lockheed Martin Corp
CIK 1694883
Westborough, MA
Position in LMT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$507,931
-$760,079 QoQ
Shares Held
997
-52.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,751
of 2,765 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $19,309,308 across 8 Aerospace & Defense names. LMT ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
13,950 | $5,213,533 | |
| 2 | RTX |
RTX Corp
|
26,419 | $5,012,476 | |
| 3 | GD |
General Dynamics Corp
|
9,110 | $3,227,126 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
11,922 | $3,205,348 | |
| 5 | HII |
Huntington Ingalls Industries, Inc.
|
3,749 | $1,049,307 | |
| 6 | BA |
Boeing Co
|
3,939 | $852,675 | |
| 7 | LMT |
Lockheed Martin Corp
This page
|
997 | $507,931 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
1,410 | $240,912 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,931 | 997 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,268,010 | 2,098 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $483,670 | 1,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $493,718 | 989 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $417,289 | 901 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $411,419 | 921 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $662,336 | 1,363 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $752,913 | 1,288 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,030,422 | 2,206 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $951,133 | 2,091 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $853,450 | 1,883 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $790,110 | 1,932 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $895,899 | 1,946 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $992,733 | 2,100 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $795,897 | 1,636 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $707,296 | 1,831 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $734,371 | 1,708 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,066,422 | 2,416 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $918,379 | 2,584 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $831,345 | 2,409 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $824,046 | 2,178 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $655,862 | 1,775 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $502,296 | 1,415 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $401,294 | 1,047 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $379,881 | 1,041 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $374,878 | 1,106 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||