Position in LMT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,101,521
-$373,455 QoQ
Shares Held
4,125
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#945
of 2,767 holders
Holding Since
Dec 2021
19 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 Jun 30, 2026Forum Financial Management, LP holds $7,442,456 across 10 Aerospace & Defense names. LMT ranks #2 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
7,084 | $2,647,502 | |
| 2 | LMT |
Lockheed Martin Corp
This page
|
4,125 | $2,101,521 | |
| 3 | RTX |
RTX Corp
|
3,633 | $689,289 | |
| 4 | BA |
Boeing Co
|
2,815 | $609,363 | |
| 5 | GD |
General Dynamics Corp
|
935 | $331,214 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
1,177 | $259,881 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
861 | $231,488 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
453 | $230,717 |
All Filings in LMT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,101,521 | 4,125 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,474,976 | 4,095 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,250,516 | 4,653 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,230,969 | 4,469 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,082,739 | 4,497 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $2,008,854 | 4,497 | Shares | Other | 2025-05-02 | |
| 2024-12-31 | $2,192,074 | 4,511 | Shares | Other | 2025-02-20 | |
| 2024-09-30 | $2,613,567 | 4,471 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,090,739 | 4,476 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,040,091 | 4,485 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,999,241 | 4,411 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,892,666 | 4,628 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,138,004 | 4,644 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,994,920 | 4,220 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,044,230 | 4,202 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,521,982 | 3,940 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,770,575 | 4,118 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,817,243 | 4,117 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,302,577 | 3,665 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||