Position in LMT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,075,979
-$98,350 QoQ
Shares Held
2,112
+8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,267
of 2,760 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, 2026Cooper Financial Group holds $8,495,050 across 9 Aerospace & Defense names. LMT ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
11,740 | $2,227,430 | |
| 2 | GE |
General Electric Co
|
5,189 | $1,939,284 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
2,112 | $1,075,979 | |
| 4 | BWXT |
BWX Technologies, Inc.
|
3,988 | $776,264 | |
| 5 | BA |
Boeing Co
|
3,081 | $666,944 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
1,300 | $662,103 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
2,389 | $642,306 | |
| 8 | CW |
Curtiss Wright Corp
|
344 | $260,669 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,075,979 | 2,112 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,174,329 | 1,943 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $927,195 | 1,917 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $940,012 | 1,883 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $829,483 | 1,791 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $859,916 | 1,925 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $936,892 | 1,928 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,074,421 | 1,838 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,153,269 | 2,469 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,315,938 | 2,893 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,298,532 | 2,865 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,097,239 | 2,683 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,283,999 | 2,789 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,770,373 | 3,745 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,622,930 | 3,336 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,247,716 | 3,230 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $850,030 | 1,977 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $636,940 | 1,443 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $260,870 | 734 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $418,606 | 1,213 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $456,290 | 1,206 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $448,203 | 1,213 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,035,831 | 2,918 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $696,419 | 1,817 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $655,396 | 1,796 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $530,456 | 1,565 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||