Position in LMT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,366,072
-$599,596 QoQ
Shares Held
8,570
+4.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#633
of 2,760 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Truvestments Capital LLC holds $10,632,079 across 28 Aerospace & Defense names. LMT ranks #1 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
8,570 | $4,366,072 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
7,783 | $2,261,661 | |
| 3 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
42,867 | $2,137,348 | |
| 4 | RTX |
RTX Corp
|
2,258 | $428,410 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
1,468 | $394,686 | |
| 6 | VSEC |
Vse Corp
|
646 | $147,611 | |
| 7 | RKLB |
Rocket Lab Corp
|
1,417 | $144,038 | |
| 8 | GE |
General Electric Co
|
362 | $135,290 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,366,072 | 8,570 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,965,668 | 8,216 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,076,854 | 8,429 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,361,098 | 8,736 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,474,858 | 9,662 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,331,746 | 9,697 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,137,714 | 6,457 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,576,338 | 6,118 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,410,236 | 5,160 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,133,795 | 4,691 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $313,642 | 692 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $289,543 | 708 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $320,884 | 697 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $313,892 | 664 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $360,489 | 741 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $455,049 | 1,178 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $559,377 | 1,301 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $596,772 | 1,352 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $465,942 | 1,311 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $431,720 | 1,251 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $455,155 | 1,203 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $549,815 | 1,488 | Shares | Other | 2021-05-18 | |
| 2020-12-31 | $356,044 | 1,003 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $373,698 | 975 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $306,897 | 841 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $299,292 | 883 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||