Position in LMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,674,595
-$393,023 QoQ
Shares Held
3,287
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,053
of 2,776 holders
Holding Since
Mar 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, 2026Symphony Financial, Ltd. Co. holds $16,891,687 across 10 Aerospace & Defense names. LMT ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
24,553 | $4,195,125 | |
| 2 | GE |
General Electric Co
|
10,078 | $3,766,450 | |
| 3 | RTX |
RTX Corp
|
15,910 | $3,018,604 | |
| 4 | GD |
General Dynamics Corp
|
7,885 | $2,793,182 | |
| 5 | LMT |
Lockheed Martin Corp
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|
3,287 | $1,674,595 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
1,947 | $430,442 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
559 | $284,704 | |
| 8 | BA |
Boeing Co
|
1,207 | $261,279 |
All Filings in LMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,674,595 | 3,287 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,067,618 | 3,421 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,713,159 | 3,542 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,483,152 | 2,971 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,284,669 | 4,933 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $964,104 | 1,984 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,367,870 | 2,340 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,363,932 | 2,920 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $951,133 | 2,091 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $941,832 | 2,078 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $993,363 | 2,429 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,089,259 | 2,366 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $919,932 | 1,946 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $933,574 | 1,919 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $759,446 | 1,966 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $886,147 | 2,061 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $862,054 | 1,953 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $302,453 | 851 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $333,366 | 966 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $634,114 | 1,676 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,011,691 | 2,738 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,900,896 | 8,172 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,830,522 | 7,385 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,193,899 | 6,012 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,593,742 | 4,702 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||