Beaton Management Co. Inc.

Position in LMT — Lockheed Martin Corp

CIK 1714678 HAVERHILL, MA

Position in LMT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$894,102

-$1,011,539 QoQ

Shares Held

1,755

-44.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,389

of 2,767 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Beaton Management Co. Inc. holds $12,977,139 across 6 Aerospace & Defense names. LMT ranks #6 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	19,487	$3,697,268
2	GE	General Electric Co	9,368	$3,501,102
3	NOC	Northrop Grumman Corp /De/	3,686	$1,877,316
4	BA	Boeing Co	8,584	$1,858,178
5	HONA	Honeywell Aerospace Inc.	5,198	$1,149,173
6	LMT	Lockheed Martin Corp This page	1,755	$894,102

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$894,102	1,755	-44.3%	Shares	Sole	2026-08-07
2026-03-31	$1,905,641	3,153	-0.2%	Shares	Sole	2026-05-12
2025-12-31	$1,527,429	3,158	0.0%	Shares	Sole	2026-02-10
2025-09-30	$1,576,505	3,158	-1.5%	Shares	Sole	2025-11-12
2025-06-30	$1,485,289	3,207	0.0%	Shares	Sole	2025-08-12
2025-03-31	$1,432,598	3,207	0.0%	Shares	Sole	2025-04-25
2024-12-31	$1,558,409	3,207	0.0%	Shares	Sole	2025-01-31
2024-09-30	$1,874,683	3,207	0.0%	Shares	Sole	2024-11-06
2024-06-30	$1,497,989	3,207	+0.1%	Shares	Sole	2024-08-13
2024-03-31	$1,457,403	3,204	-1.4%	Shares	Sole	2024-05-10
2023-12-31	$1,472,576	3,249	0.0%	Shares	Sole	2024-02-09
2023-09-30	$1,328,711	3,249	+0.2%	Shares	Sole	2023-11-03
2023-06-30	$1,493,012	3,243	-0.1%	Shares	Sole	2023-07-21
2023-03-31	$1,534,954	3,247	0.0%	Shares	Sole	2023-05-12
2022-12-31	$1,579,633	3,247	0.0%	Shares	Sole	2023-02-14
2022-09-30	$1,254,283	3,247	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,396,080	3,247	0.0%	Shares	Sole	2022-08-12
2022-03-31	$1,433,225	3,247	0.0%	Shares	Sole	2022-05-13
2021-12-31	$1,154,016	3,247	0.0%	Shares	Sole	2022-02-03
2021-09-30	$1,120,539	3,247	0.0%	Shares	Sole	2021-11-08
2021-06-30	$1,228,502	3,247	0.0%	Shares	Sole	2021-08-12
2021-03-31	$1,199,766	3,247	0.0%	Shares	Sole	2021-05-14
2020-12-31	$1,152,620	3,247	0.0%	Shares	Sole	2021-02-17
2020-09-30	$1,244,510	3,247	0.0%	Shares	Sole	2020-11-13
2020-06-30	$1,184,895	3,247	0.0%	Shares	Sole	2020-08-14
2020-03-31	$1,100,570	3,247	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.