IEQ CAPITAL, LLC

Position in LMT — Lockheed Martin Corp

CIK 1779789 Foster City, CA

Position in LMT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$55,320,420

+$18,403,341 QoQ

Shares Held

91,531

+19.9% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 16.6063956473763.ToString("F0")% Shared 0.ToString("F0")% None 83.3936043526237.ToString("F0")%

Industrials · as of Mar 31, 2026

IEQ CAPITAL, LLC holds $371,125,087 across 27 Aerospace & Defense names. LMT ranks #2 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	281,023	$79,745,896
2	LMT	Lockheed Martin Corp This page	91,531	$55,320,420
3	GD	General Dynamics Corp	132,807	$45,582,017
4	TXT	Textron Inc	356,677	$31,230,638
5	RKLB	Rocket Lab Corp	388,701	$24,962,378
6	HII	Huntington Ingalls Industries, Inc.	64,290	$24,423,771
7	RTX	RTX Corp	126,413	$24,385,067
8	BA	Boeing Co	111,997	$22,290,762

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$55,320,420	91,531	+19.9%	Shares	Sole	2026-05-15
2025-12-31	$36,917,079	76,327	+239.2%	Shares	Other	2026-02-13
2025-09-30	$11,232,224	22,500	-38.3%	Shares	Sole	2025-11-14
2025-06-30	$16,893,494	36,476	+99.3%	Shares	Sole	2025-08-14
2025-03-31	$8,175,238	18,301	+36.8%	Shares	Sole	2025-05-14
2024-12-31	$6,500,904	13,378	-9.3%	Shares	Other	2025-02-03
2024-09-30	$8,617,583	14,742	+10.0%	Shares	Other	2024-11-14
2024-06-30	$6,257,271	13,396	+12.4%	Shares	Sole	2024-08-12
2024-03-31	$5,421,139	11,918	+0.7%	Shares	Sole	2024-05-09
2023-12-31	$5,366,814	11,841	-4.7%	Shares	Other	2024-02-07
2023-09-30	$5,082,554	12,428	-9.9%	Shares	Other	2023-11-06
2023-06-30	$6,352,322	13,798	+2.0%	Shares	Sole	2023-08-08
2023-03-31	$6,395,563	13,529	-0.7%	Shares	Other	2023-05-02
2022-12-31	$6,628,425	13,625	+2.2%	Shares	Sole	2023-02-06
2022-09-30	$5,148,086	13,327	+45.4%	Shares	Sole	2022-11-04
2022-06-30	$3,941,872	9,168	+19.8%	Shares	Other	2022-07-27
2022-03-31	$3,377,150	7,651	-33.7%	Shares	Other	2022-04-26
2021-12-31	$4,099,654	11,535	+21.6%	Shares	Other	2022-01-31
2021-09-30	$3,273,618	9,486	+15.2%	Shares	Sole	2021-11-09
2021-06-30	$3,116,468	8,237	+24.4%	Shares	Sole	2021-07-29
2021-03-31	$2,447,568	6,624	+68.1%	Shares	Sole	2021-05-04
2020-09-30	$1,510,123	3,940	-1.6%	Shares	Other	2020-11-03
2020-06-30	$1,460,774	4,003	-15.5%	Shares	Other	2020-07-31
2020-03-31	$1,605,266	4,736	—	Shares	Other	2020-05-07
No filing history on record for this holder in this stock.