Position in LMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$479,401
-$39,164 QoQ
Shares Held
941
+9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,797
of 2,767 holders
Holding Since
Mar 2020
19 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, 2026Optas, LLC holds $9,738,971 across 13 Aerospace & Defense names. LMT ranks #8 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
9,305 | $3,477,556 | |
| 2 | RTX |
RTX Corp
|
5,656 | $1,073,112 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
3,385 | $910,090 | |
| 4 | BA |
Boeing Co
|
3,072 | $664,994 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
2,120 | $616,050 | |
| 6 | GD |
General Dynamics Corp
|
1,609 | $569,971 | |
| 7 | CW |
Curtiss Wright Corp
|
683 | $517,549 | |
| 8 | LMT |
Lockheed Martin Corp
This page
|
941 | $479,401 |
All Filings in LMT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,401 | 941 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $518,565 | 858 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $379,196 | 784 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $311,506 | 624 | Shares | Other | 2025-10-15 | |
| 2025-06-30 | $281,587 | 608 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $271,151 | 607 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $266,294 | 548 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $310,983 | 532 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $234,483 | 502 | Shares | Sole | 2024-07-25 | |
| 2023-12-31 | $291,884 | 644 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $243,329 | 595 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $266,558 | 579 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $208,946 | 442 | Shares | Other | 2023-04-18 | |
| 2022-12-31 | $287,027 | 590 | Shares | Other | 2023-01-30 | |
| 2021-06-30 | $228,522 | 604 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $221,329 | 599 | Shares | Other | 2021-04-19 | |
| 2020-09-30 | $385,959 | 1,007 | Shares | Other | 2020-10-23 | |
| 2020-06-30 | $212,017 | 581 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $229,808 | 678 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||