Position in LMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$79,985
-$16,113 QoQ
Shares Held
157
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,552
of 2,760 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, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $455,784 across 15 Aerospace & Defense names. LMT ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
665 | $143,952 | |
| 2 | LMT |
Lockheed Martin Corp
This page
|
157 | $79,985 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
266 | $77,296 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
85 | $43,291 | |
| 5 | TXT |
Textron Inc
|
447 | $41,003 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
150 | $25,629 | |
| 7 | GD |
General Dynamics Corp
|
47 | $16,649 | |
| 8 | RTX |
RTX Corp
|
55 | $10,435 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,985 | 157 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $96,098 | 159 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $76,419 | 158 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $78,375 | 157 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $72,712 | 157 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $67,453 | 151 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $72,891 | 150 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $81,253 | 139 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $64,459 | 138 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $62,772 | 138 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $62,093 | 137 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $56,027 | 137 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $62,611 | 136 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $63,818 | 135 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $104,595 | 215 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $83,052 | 215 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $92,011 | 214 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $94,018 | 213 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $75,346 | 212 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $73,161 | 212 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $45,402 | 120 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $40,645 | 110 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $39,047 | 110 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $42,160 | 110 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $40,141 | 110 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $37,284 | 110 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||