Position in LMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,275,757
-$447,019 QoQ
Shares Held
4,467
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#906
of 2,767 holders
Holding Since
Dec 2020
23 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, 2026Berger Financial Group, Inc holds $10,734,720 across 8 Aerospace & Defense names. LMT ranks #2 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
16,743 | $3,624,357 | |
| 2 | LMT |
Lockheed Martin Corp
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|
4,467 | $2,275,757 | |
| 3 | GE |
General Electric Co
|
5,961 | $2,227,804 | |
| 4 | GD |
General Dynamics Corp
|
3,109 | $1,101,332 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
2,363 | $522,412 | |
| 6 | AVAV |
AeroVironment Inc
|
2,432 | $401,450 | |
| 7 | RTX |
RTX Corp
|
1,734 | $328,991 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
496 | $252,617 |
All Filings in LMT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,275,757 | 4,467 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,722,776 | 4,505 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,675,359 | 15,869 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $8,722,197 | 17,472 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $8,056,320 | 17,395 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,714,234 | 17,269 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $8,087,013 | 16,642 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,680,313 | 16,560 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,928,961 | 14,834 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,772,104 | 14,888 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $6,661,721 | 14,698 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,083,688 | 14,876 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,834,801 | 14,846 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,221,423 | 15,276 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $7,994,490 | 16,433 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $6,313,910 | 16,345 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $6,834,644 | 15,896 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $7,126,403 | 16,145 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,739,731 | 4,895 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $374,778 | 1,086 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $416,941 | 1,102 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $403,863 | 1,093 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,792,606 | 10,684 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||