Position in LMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$966,444
-$576 QoQ
Shares Held
1,897
+18.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,334
of 2,765 holders
Holding Since
Jun 2020
25 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, 2026Advisor OS, LLC holds $33,251,662 across 12 Aerospace & Defense names. LMT ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOC |
Northrop Grumman Corp /De/
|
48,628 | $24,766,725 | |
| 2 | RTX |
RTX Corp
|
14,599 | $2,769,866 | |
| 3 | GE |
General Electric Co
|
5,793 | $2,165,015 | |
| 4 | LMT |
Lockheed Martin Corp
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|
1,897 | $966,444 | |
| 5 | BA |
Boeing Co
|
2,819 | $610,225 | |
| 6 | GD |
General Dynamics Corp
|
1,025 | $363,094 | |
| 7 | SARO |
StandardAero, Inc.
|
12,045 | $360,263 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
1,192 | $320,477 |
All Filings in LMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $966,444 | 1,897 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $967,020 | 1,600 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $814,014 | 1,683 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $594,556 | 1,191 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,539,937 | 3,325 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,318,238 | 2,951 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,415,540 | 2,913 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,471,334 | 2,517 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,162,608 | 2,489 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $959,772 | 2,110 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $566,546 | 1,250 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $390,145 | 954 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,225,065 | 2,661 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,909,825 | 4,040 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,996,551 | 4,104 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,206,766 | 3,124 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,309,225 | 3,045 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $857,197 | 1,942 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $547,685 | 1,541 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $471,749 | 1,367 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $444,937 | 1,176 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $230,567 | 624 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $283,984 | 800 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $334,220 | 872 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $410,170 | 1,124 | Shares | Sole | 2020-08-28 | |
| No filing history on record for this holder in this stock. | ||||||