Position in LMT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,881,505
-$547,803 QoQ
Shares Held
5,656
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#808
of 2,765 holders
Holding Since
Mar 2025
6 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, 2026Apella Capital, LLC holds $26,336,330 across 8 Aerospace & Defense names. LMT ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
27,919 | $9,890,026 | |
| 2 | RTX |
RTX Corp
|
16,667 | $3,162,229 | |
| 3 | GE |
General Electric Co
|
8,241 | $3,079,908 | |
| 4 | BA |
Boeing Co
|
13,895 | $3,007,850 | |
| 5 | LMT |
Lockheed Martin Corp
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|
5,656 | $2,881,505 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
5,635 | $2,869,961 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
4,217 | $1,225,418 | |
| 8 | HII |
Huntington Ingalls Industries, Inc.
|
784 | $219,433 |
All Filings in LMT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,881,505 | 5,656 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,429,308 | 5,674 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $977,013 | 2,020 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $929,029 | 1,861 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $737,318 | 1,592 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $477,532 | 1,069 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||