Steward Partners Investment Advisory, LLC
Position in LMT — Lockheed Martin Corp
CIK 1723397
STAMFORD, CT
Position in LMT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$34,423,032
+$6,558,320 QoQ
Shares Held
56,955
-1.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $220,015,136 across 55 Aerospace & Defense names. LMT ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
208,779 | $40,273,469 | |
| 2 | LMT |
Lockheed Martin Corp
This page
|
56,955 | $34,423,032 | |
| 3 | GE |
General Electric Co
|
102,753 | $29,158,218 | |
| 4 | BA |
Boeing Co
|
102,538 | $20,408,138 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
56,005 | $19,330,125 | |
| 6 | GD |
General Dynamics Corp
|
54,198 | $18,601,837 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
13,703 | $9,348,734 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
20,712 | $8,796,179 |
All Filings in LMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,423,032 | 56,955 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $27,864,712 | 57,611 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $28,296,221 | 56,682 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,736,468 | 49,092 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,842,858 | 44,420 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $23,717,273 | 48,807 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $29,875,692 | 51,108 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $26,535,016 | 56,808 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $22,680,273 | 49,861 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $20,371,325 | 44,946 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $22,005,319 | 53,808 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $22,998,743 | 49,956 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $18,051,195 | 38,185 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $18,780,459 | 38,604 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $15,106,643 | 39,107 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $16,083,083 | 37,406 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $15,036,732 | 34,066 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $8,658,498 | 24,362 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $11,220,926 | 32,515 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,155,607 | 34,771 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $16,268,715 | 44,029 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $13,882,557 | 39,108 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $14,512,513 | 37,864 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $14,003,440 | 38,374 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $10,834,875 | 31,966 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||