Gladstone Institutional Advisory LLC
Position in LMT — Lockheed Martin Corp
CIK 1766530
Bedminster, NJ
Position in LMT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,851,957
-$1,376,959 QoQ
Shares Held
5,598
-20.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#812
of 2,765 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, 2026Gladstone Institutional Advisory LLC holds $30,649,294 across 13 Aerospace & Defense names. LMT ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
|
23,707 | $6,373,864 | |
| 2 | RTX |
RTX Corp
|
33,286 | $6,315,352 | |
| 3 | GE |
General Electric Co
|
16,286 | $6,086,566 | |
| 4 | BA |
Boeing Co
|
17,207 | $3,724,799 | |
| 5 | LMT |
Lockheed Martin Corp
This page
|
5,598 | $2,851,957 | |
| 6 | GD |
General Dynamics Corp
|
3,987 | $1,412,354 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
6,259 | $1,069,412 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
2,739 | $795,926 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,851,957 | 5,598 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,228,916 | 6,997 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,920,883 | 6,039 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,926,868 | 5,863 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,432,874 | 5,253 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,367,116 | 5,299 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,803,387 | 5,769 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,046,142 | 5,211 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,055,362 | 8,682 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,078,819 | 8,967 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,749,501 | 10,479 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,495,381 | 8,547 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,728,617 | 8,099 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,266,267 | 4,794 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,660,127 | 5,468 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,569,214 | 6,651 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $3,325,310 | 7,734 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $4,828,474 | 10,939 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $3,472,000 | 9,769 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $2,411,558 | 6,988 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $892,149 | 2,358 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $520,256 | 1,408 | Shares | Sole | 2023-01-30 | |
| 2020-12-31 | $240,676 | 678 | Shares | Sole | 2023-01-30 | |
| 2020-09-30 | $279,027 | 728 | Shares | Sole | 2023-01-30 | |
| 2020-06-30 | $241,941 | 663 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $333,526 | 984 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||