Position in LMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,266,517
-$15,393 QoQ
Shares Held
2,486
+17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,194
of 2,767 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026AlTi Global, Inc. holds $11,273,180 across 11 Aerospace & Defense names. LMT ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
16,635 | $3,156,158 | |
| 2 | GE |
General Electric Co
|
5,531 | $2,067,099 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
6,104 | $1,349,472 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
2,486 | $1,266,517 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
5,816 | $1,132,083 | |
| 6 | BA |
Boeing Co
|
3,061 | $662,613 | |
| 7 | GD |
General Dynamics Corp
|
1,765 | $625,233 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
1,874 | $320,191 |
All Filings in LMT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,266,517 | 2,486 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $1,281,910 | 2,121 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,021,510 | 2,112 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,003,911 | 2,011 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $915,627 | 1,977 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $848,748 | 1,900 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $793,053 | 1,632 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $942,894 | 1,613 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,248,090 | 2,672 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,358,696 | 2,987 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $871,580 | 1,923 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||