Position in LMT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,085,569
-$1,113,585 QoQ
Shares Held
13,908
+2.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
#485
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, 2026Sterling Investment Advisors, Ltd. holds $10,791,020 across 6 Aerospace & Defense names. LMT ranks #1 (65.7% of the industry book) .
All Filings in LMT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,085,569 | 13,908 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $8,199,154 | 13,566 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,327,600 | 15,150 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,477,167 | 14,978 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,799,821 | 14,682 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,943,029 | 13,304 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,427,042 | 13,226 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,860,980 | 11,737 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,631,824 | 12,057 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $5,246,015 | 11,533 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,902,697 | 10,817 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,076,104 | 9,967 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,219,382 | 9,165 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,319,806 | 9,138 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,740,845 | 9,745 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,042,911 | 10,466 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,839,542 | 8,930 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,709,084 | 8,403 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,927,512 | 8,237 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,250,052 | 6,520 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $368,134 | 973 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $347,699 | 941 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $351,430 | 990 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $379,063 | 989 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $360,540 | 988 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $232,858 | 687 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||