Belpointe Asset Management LLC

Position in LMT — Lockheed Martin Corp

CIK 1721242 RENO, NV

Position in LMT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$3,445,987

-$483,152 QoQ

Shares Held

6,764

+4.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#314

of 1,576 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 86% Shared 14% None 0%

Industrials · as of Jun 30, 2026

Belpointe Asset Management LLC holds $37,980,930 across 18 Aerospace & Defense names. LMT ranks #2 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	51,096	$19,096,108
2	LMT	Lockheed Martin Corp This page	6,764	$3,445,987
3	RTX	RTX Corp	14,657	$2,780,872
4	BA	Boeing Co	11,905	$2,577,075
5	GD	General Dynamics Corp	6,376	$2,258,634
6	TXT	Textron Inc	15,041	$1,379,710
7	NOC	Northrop Grumman Corp /De/	1,983	$1,009,961
8	HII	Huntington Ingalls Industries, Inc.	2,871	$803,564

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,445,987	6,764	+4.0%	Shares	Other	2026-07-31
2026-03-31	$3,929,139	6,501	-6.9%	Shares	Other	2026-04-28
2025-12-31	$3,378,434	6,985	+20.0%	Shares	Other	2026-01-27
2025-09-30	$2,906,400	5,822	+1.0%	Shares	Other	2025-11-03
2025-06-30	$2,670,465	5,766	-1.8%	Shares	Other	2025-07-22
2025-03-31	$2,623,527	5,873	-20.3%	Shares	Other	2025-05-20
2024-12-31	$3,580,405	7,368	+1.8%	Shares	Other	2025-02-13
2024-09-30	$4,229,291	7,235	+15.9%	Shares	Other	2024-11-13
2024-06-30	$2,915,638	6,242	-6.1%	Shares	Other	2024-08-02
2024-03-31	$3,022,156	6,644	+4.4%	Shares	Other	2024-05-08
2023-12-31	$2,884,872	6,365	-2.8%	Shares	Other	2024-02-13
2023-09-30	$2,678,688	6,550	+15.1%	Shares	Other	2023-11-15
2023-06-30	$2,620,943	5,693	-43.5%	Shares	Sole	2023-08-15
2023-03-31	$4,760,863	10,071	-18.2%	Shares	Sole	2023-05-15
2022-12-31	$5,993,070	12,319	+31.4%	Shares	Sole	2023-02-08
2022-09-30	$3,621,468	9,375	+17.3%	Shares	Sole	2022-11-14
2022-06-30	$3,435,380	7,990	-17.3%	Shares	Sole	2022-08-02
2022-03-31	$4,264,806	9,662	-65.0%	Shares	Sole	2022-04-28
2021-12-31	$9,821,399	27,634	+225.3%	Shares	Sole	2022-02-15
2021-09-30	$2,931,279	8,494	+14.9%	Shares	Sole	2021-11-15
2021-06-30	$2,797,141	7,393	+29.0%	Shares	Sole	2021-08-09
2021-03-31	$2,117,974	5,732	+5.9%	Shares	Sole	2021-05-14
2020-12-31	$1,921,151	5,412	+15.7%	Shares	Sole	2021-02-16
2020-09-30	$1,792,217	4,676	+43.2%	Shares	Sole	2020-11-13
2020-06-30	$1,191,463	3,265	-2.0%	Shares	Sole	2020-07-20
2020-03-31	$1,129,720	3,333	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.