Position in LMT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,617,026
-$523,118 QoQ
Shares Held
3,174
-10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,071
of 2,765 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Herold Advisors, Inc. holds $8,387,680 across 8 Aerospace & Defense names. LMT ranks #4 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
5,158 | $1,927,699 | |
| 2 | RTX |
RTX Corp
|
10,040 | $1,904,889 | |
| 3 | BA |
Boeing Co
|
7,901 | $1,710,329 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
3,174 | $1,617,026 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
3,721 | $724,292 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
400 | $224,244 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
1,205 | $205,886 | |
| 8 | ACHR |
Archer Aviation Inc.
|
15,500 | $73,315 |
All Filings in LMT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,617,026 | 3,174 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,140,144 | 3,541 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,543,390 | 3,191 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,570,015 | 3,145 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,195,827 | 2,582 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,457,168 | 3,262 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,603,602 | 3,300 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,938,985 | 3,317 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,549,370 | 3,317 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,632,528 | 3,589 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,562,771 | 3,448 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,410,094 | 3,448 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,461,246 | 3,174 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,470,663 | 3,111 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,582,065 | 3,252 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,256,215 | 3,252 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,408,119 | 3,275 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,445,585 | 3,275 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,163,967 | 3,275 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,130,202 | 3,275 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||