Perennial Advisors, LLC

Position in LMT — Lockheed Martin Corp

CIK 1697360 NEW YORK, NY

Position in LMT

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$236,898

-$39,912 QoQ

Shares Held

465

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,320

of 2,765 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Perennial Advisors, LLC holds $10,309,534 across 5 Aerospace & Defense names. LMT ranks #4 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp	24,554	$8,698,008
2	BWXT	BWX Technologies, Inc.	3,194	$621,712
3	TDG	TransDigm Group INC	392	$522,159
4	LMT	Lockheed Martin Corp This page	465	$236,898
5	BA	Boeing Co	1,066	$230,757

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$236,898	465	+1.5%	Shares	Sole	2026-07-13
2026-03-31	$276,810	458	-11.4%	Shares	Sole	2026-04-13
2025-12-31	$250,057	517	+5.7%	Shares	Sole	2026-01-12
2025-09-30	$244,113	489	0.0%	Shares	Sole	2025-10-14
2025-06-30	$226,475	489	-3.6%	Shares	Sole	2025-07-15
2025-03-31	$226,481	507	-4.9%	Shares	Sole	2025-04-14
2024-06-30	$248,964	533	0.0%	Shares	Sole	2024-07-23
2024-03-31	$242,445	533	0.0%	Shares	Sole	2024-04-10
2023-12-31	$241,576	533	0.0%	Shares	Sole	2024-01-25
2023-09-30	$217,975	533	+0.2%	Shares	Sole	2023-10-17
2023-06-30	$244,922	532	+0.2%	Shares	Sole	2023-08-01
2023-03-31	$251,019	531	+0.6%	Shares	Sole	2023-05-12
2022-12-31	$256,866	528	+1.9%	Shares	Sole	2023-01-31
2022-09-30	$200,098	518	0.0%	Shares	Sole	2022-11-09
2022-06-30	$222,719	518	-0.4%	Shares	Sole	2022-08-09
2022-03-31	$229,528	520	-93.8%	Shares	Sole	2022-04-27
2021-09-30	$2,884,000	8,357	+2.2%	Shares	Sole	2021-11-08
2021-06-30	$3,092,632	8,174	+1.4%	Shares	Sole	2021-08-13
2021-03-31	$2,977,431	8,058	+6.8%	Shares	Sole	2021-05-17
2020-12-31	$2,678,679	7,546	+9.1%	Shares	Sole	2021-02-12
2020-09-30	$2,651,914	6,919	+5.7%	Shares	Sole	2020-11-16
2020-06-30	$2,388,036	6,544	+4.3%	Shares	Sole	2020-08-14
2020-03-31	$2,126,911	6,275	—	Shares	Sole	2020-05-19
No filing history on record for this holder in this stock.