Position in LMT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,037,400
-$307,898 QoQ
Shares Held
5,962
+7.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#784
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, 2026Nikulski Financial, Inc. holds $7,308,033 across 6 Aerospace & Defense names. LMT ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
5,962 | $3,037,400 | |
| 2 | AVAV |
AeroVironment Inc
|
10,598 | $1,749,411 | |
| 3 | RKLB |
Rocket Lab Corp
|
12,678 | $1,288,718 | |
| 4 | ACHR |
Archer Aviation Inc.
|
101,505 | $480,118 | |
| 5 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
9,482 | $472,772 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
1,040 | $279,614 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,037,400 | 5,962 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,345,298 | 5,535 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,527,659 | 5,226 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,660,871 | 3,327 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,386,641 | 2,994 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,079,698 | 2,417 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,147,790 | 2,362 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,378,392 | 2,358 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,134,585 | 2,429 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,123,074 | 2,469 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $988,516 | 2,181 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $912,389 | 2,231 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $974,164 | 2,116 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $993,205 | 2,101 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $971,034 | 1,996 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $765,240 | 1,981 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $909,795 | 2,116 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $923,850 | 2,093 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $736,764 | 2,073 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $643,956 | 1,866 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $691,623 | 1,828 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $677,293 | 1,833 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $502,651 | 1,416 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $458,402 | 1,196 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $405,426 | 1,111 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $373,522 | 1,102 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||