Position in LMT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$865,572
-$206,615 QoQ
Shares Held
1,699
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,412
of 2,765 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Zullo Investment Group, Inc. holds $5,025,067 across 8 Aerospace & Defense names. LMT ranks #3 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
6,475 | $1,401,643 | |
| 2 | RTX |
RTX Corp
|
4,714 | $894,387 | |
| 3 | LMT |
Lockheed Martin Corp
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|
1,699 | $865,572 | |
| 4 | GD |
General Dynamics Corp
|
1,601 | $567,138 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
3,253 | $555,807 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
1,568 | $455,645 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
977 | $215,721 | |
| 8 | SATL |
Satellogic Inc.
|
12,090 | $69,154 |
All Filings in LMT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $865,572 | 1,699 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,072,187 | 1,774 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $804,343 | 1,663 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $902,571 | 1,808 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $796,137 | 1,719 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $750,026 | 1,679 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $794,511 | 1,635 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $968,031 | 1,656 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $782,392 | 1,675 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $717,784 | 1,578 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $706,601 | 1,559 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $608,532 | 1,488 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $633,482 | 1,376 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $657,094 | 1,390 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $648,004 | 1,332 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $509,130 | 1,318 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $565,397 | 1,315 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $596,772 | 1,352 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $476,960 | 1,342 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||