Perennial Investment Advisors, LLC
Position in LMT — Lockheed Martin Corp
CIK 1801523
Los Angeles, CA
Position in LMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$624,597
+$69,163 QoQ
Shares Held
1,226
+33.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,616
of 2,765 holders
Holding Since
Mar 2020
26 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, 2026Perennial Investment Advisors, LLC holds $8,296,444 across 13 Aerospace & Defense names. LMT ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
4,663 | $1,742,702 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
5,917 | $1,010,978 | |
| 3 | RTX |
RTX Corp
|
5,327 | $1,010,691 | |
| 4 | BA |
Boeing Co
|
4,383 | $948,788 | |
| 5 | RKLB |
Rocket Lab Corp
|
8,134 | $826,821 | |
| 6 | LMT |
Lockheed Martin Corp
This page
|
1,226 | $624,597 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
1,015 | $569,019 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
1,375 | $369,682 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,597 | 1,226 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $555,434 | 919 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $416,439 | 861 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $442,300 | 886 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $408,489 | 882 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $401,145 | 898 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $415,478 | 855 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $413,283 | 707 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $345,654 | 740 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $341,607 | 751 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $340,383 | 751 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $339,845 | 831 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $389,941 | 847 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $419,784 | 888 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $383,840 | 789 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $298,602 | 773 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $536,590 | 1,248 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $330,167 | 748 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $453,503 | 1,276 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $439,657 | 1,274 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $452,506 | 1,196 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $435,271 | 1,178 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $250,970 | 707 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $278,261 | 726 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $319,305 | 875 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $309,461 | 913 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||