Position in LMT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$382,095
-$71,197 QoQ
Shares Held
750
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#1,962
of 2,760 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, 2026Marotta Asset Management holds $3,687,044 across 3 Aerospace & Defense names. LMT ranks #2 (10.4% of the industry book) .
All Filings in LMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,095 | 750 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $453,292 | 750 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $362,752 | 750 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $374,407 | 750 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $347,355 | 750 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $341,733 | 765 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $365,912 | 753 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $447,188 | 765 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $359,667 | 770 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $346,610 | 762 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $347,181 | 766 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $340,254 | 832 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $383,036 | 832 | Shares | Sole | 2023-07-05 | |
| 2022-12-31 | $404,759 | 832 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $294,352 | 762 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $327,629 | 762 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $348,264 | 789 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $280,418 | 789 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $268,142 | 777 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $293,977 | 777 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $277,125 | 750 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $266,235 | 750 | Shares | Sole | 2021-01-07 | |
| 2020-09-30 | $287,460 | 750 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $273,690 | 750 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $254,212 | 750 | Shares | Sole | 2020-04-02 | |
| No filing history on record for this holder in this stock. | ||||||