Position in LMT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,192,645
-$221,023 QoQ
Shares Held
2,341
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,219
of 2,765 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026CRA Financial Services, LLC holds $5,895,111 across 8 Aerospace & Defense names. LMT ranks #1 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
2,341 | $1,192,645 | |
| 2 | RTX |
RTX Corp
|
5,640 | $1,070,077 | |
| 3 | GE |
General Electric Co
|
2,459 | $919,002 | |
| 4 | BA |
Boeing Co
|
4,155 | $899,432 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
4,995 | $853,445 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
1,888 | $416,870 | |
| 7 | GD |
General Dynamics Corp
|
938 | $332,277 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
415 | $211,363 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,192,645 | 2,341 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,413,668 | 2,339 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,111,957 | 2,299 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,153,674 | 2,311 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,052,254 | 2,272 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,004,650 | 2,249 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,088,019 | 2,239 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,289,539 | 2,206 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,030,422 | 2,206 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,008,446 | 2,217 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,016,164 | 2,242 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $914,843 | 2,237 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,045,062 | 2,270 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,108,551 | 2,345 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $1,118,927 | 2,300 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $930,186 | 2,408 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,033,193 | 2,403 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,054,504 | 2,389 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $849,074 | 2,389 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $793,384 | 2,299 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $832,748 | 2,201 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $828,049 | 2,241 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $758,237 | 2,136 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $799,522 | 2,086 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $761,588 | 2,087 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $857,204 | 2,529 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||