OAK FAMILY ADVISORS, LLC

Position in LMT — Lockheed Martin Corp

CIK 1846161 CHICAGO, IL

Position in LMT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$363,244

-$67,081 QoQ

Shares Held

713

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,001

of 2,765 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 14% Shared 0% None 86%

Industrials · as of Jun 30, 2026

OAK FAMILY ADVISORS, LLC holds $23,355,620 across 4 Aerospace & Defense names. LMT ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	52,667	$11,400,825
2	RTX	RTX Corp	40,048	$7,598,307
3	BWXT	BWX Technologies, Inc.	20,515	$3,993,244
4	LMT	Lockheed Martin Corp This page	713	$363,244

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$363,244	713	+0.1%	Shares	Sole	2026-07-20
2026-03-31	$430,325	712	-15.4%	Shares	Sole	2026-04-20
2025-12-31	$407,250	842	-4.0%	Shares	Sole	2026-02-03
2025-09-30	$437,807	877	-1.1%	Shares	Sole	2025-10-23
2025-06-30	$410,805	887	-1.0%	Shares	Sole	2025-07-17
2025-03-31	$400,252	896	-20.0%	Shares	Sole	2025-04-15
2024-12-31	$544,252	1,120	-0.4%	Shares	Sole	2025-01-24
2024-09-30	$657,630	1,125	0.0%	Shares	Sole	2024-10-17
2024-06-30	$525,487	1,125	-1.2%	Shares	Sole	2024-07-23
2024-03-31	$518,096	1,139	-54.9%	Shares	Sole	2024-04-24
2023-12-31	$1,145,337	2,527	+52.5%	Shares	Sole	2024-01-30
2023-09-30	$677,646	1,657	+20.4%	Shares	Sole	2023-10-20
2023-06-30	$633,482	1,376	-0.3%	Shares	Sole	2023-08-02
2023-03-31	$652,367	1,380	-17.5%	Shares	Sole	2023-05-01
2022-12-31	$813,411	1,672	0.0%	Shares	Sole	2023-01-27
2022-09-30	$645,876	1,672	+0.1%	Shares	Sole	2022-11-10
2022-06-30	$718,463	1,671	-31.8%	Shares	Sole	2022-07-29
2022-03-31	$1,081,430	2,450	-13.1%	Shares	Sole	2022-05-03
2021-12-31	$1,001,900	2,819	-42.3%	Shares	Sole	2022-02-02
2021-09-30	$1,686,158	4,886	-0.5%	Shares	Sole	2021-11-10
2021-06-30	$1,857,320	4,909	-0.1%	Shares	Sole	2021-07-29
2021-03-31	$1,814,984	4,912	+20.5%	Shares	Sole	2021-05-05
2020-12-31	$1,446,543	4,075	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.