Position in LMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$159,460
-$29,714 QoQ
Shares Held
313
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,481
of 2,756 holders
Holding Since
Dec 2023
11 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $779,396 across 12 Aerospace & Defense names. LMT ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOC |
Northrop Grumman Corp /De/
|
502 | $255,673 | |
| 2 | LMT |
Lockheed Martin Corp
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|
313 | $159,460 | |
| 3 | RTX |
RTX Corp
|
682 | $129,395 | |
| 4 | BA |
Boeing Co
|
418 | $90,484 | |
| 5 | GE |
General Electric Co
|
189 | $70,634 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
85 | $24,700 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
100 | $22,108 | |
| 8 | CW |
Curtiss Wright Corp
|
16 | $12,124 |
All Filings in LMT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,460 | 313 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $189,174 | 313 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $153,807 | 318 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $169,730 | 340 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $161,172 | 348 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $157,688 | 353 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $181,741 | 374 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $237,331 | 406 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $189,642 | 406 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $237,440 | 522 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $233,418 | 515 | Shares | Sole | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||