Position in LMT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$105,252,704
+$11,263,048 QoQ
Shares Held
174,147
-10.4% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 61%
Shared 3%
None 36%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Corient Private Wealth LLC holds $768,236,013 across 37 Aerospace & Defense names. LMT ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
692,031 | $196,377,636 | |
| 2 | LMT |
Lockheed Martin Corp
This page
|
174,147 | $105,252,704 | |
| 3 | TDG |
TransDigm Group INC
|
68,198 | $79,038,753 | |
| 4 | BA |
Boeing Co
|
383,477 | $76,323,426 | |
| 5 | GD |
General Dynamics Corp
|
183,349 | $62,929,043 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
73,553 | $50,180,798 | |
| 7 | HEI |
Heico Corp
|
166,382 | $45,621,944 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
98,572 | $34,022,125 |
All Filings in LMT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,252,704 | 174,147 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $93,989,656 | 194,326 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $92,224,552 | 184,741 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $93,959,063 | 202,874 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $93,681,339 | 209,714 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $132,476,960 | 272,620 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $165,706,392 | 283,472 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $134,087,126 | 287,063 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $132,187,039 | 290,604 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $260,167,463 | 574,017 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $122,416,858 | 299,337 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $137,585,482 | 298,852 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $97,296,342 | 205,818 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $77,403,964 | 159,107 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||