Position in LMT
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$84,010
+$24,519 QoQ
Shares Held
139
+13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 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 Mar 31, 2026Bell Investment Advisors, Inc holds $1,997,074 across 32 Aerospace & Defense names. LMT ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
7,114 | $1,372,290 | |
| 2 | GE |
General Electric Co
|
761 | $215,948 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
139 | $84,010 | |
| 4 | GD |
General Dynamics Corp
|
130 | $44,618 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
158 | $36,412 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
76 | $32,276 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
78 | $26,921 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
37 | $25,242 |
All Filings in LMT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $84,010 | 139 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $59,491 | 123 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $87,361 | 175 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $92,628 | 200 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $84,428 | 189 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $114,195 | 235 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $112,820 | 193 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $89,683 | 192 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $82,331 | 181 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $73,424 | 162 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $74,430 | 182 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $76,883 | 167 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $75,636 | 160 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $87,568 | 180 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $65,283 | 169 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $65,353 | 152 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $39,095 | 110 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $50,729 | 147 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||