Position in LMT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$336,753
-$60,331 QoQ
Shares Held
661
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#2,049
of 2,765 holders
Holding Since
Mar 2023
10 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, 2026Nalls Sherbakoff Group, LLC holds $1,837,343 across 10 Aerospace & Defense names. LMT ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
2,086 | $779,600 | |
| 2 | LMT |
Lockheed Martin Corp
This page
|
661 | $336,753 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
979 | $284,487 | |
| 4 | GD |
General Dynamics Corp
|
355 | $125,755 | |
| 5 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
2,511 | $125,198 | |
| 6 | RTX |
RTX Corp
|
385 | $73,046 | |
| 7 | BA |
Boeing Co
|
225 | $48,705 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
166 | $28,362 |
All Filings in LMT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,753 | 661 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $397,084 | 657 | Shares | Sole | 2026-08-17 | |
| 2025-12-31 | $317,771 | 657 | Shares | Sole | 2026-03-12 | |
| 2025-09-30 | $327,980 | 657 | Shares | Sole | 2026-03-12 | |
| 2025-06-30 | $304,282 | 657 | Shares | Sole | 2026-03-12 | |
| 2025-03-31 | $293,488 | 657 | Shares | Sole | 2026-03-12 | |
| 2023-12-31 | $297,778 | 657 | Shares | Sole | 2024-04-09 | |
| 2023-09-30 | $159,085 | 389 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $179,087 | 389 | Shares | Sole | 2023-10-17 | |
| 2023-03-31 | $183,891 | 389 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||