Position in LMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$423,361
-$76,469 QoQ
Shares Held
831
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,884
of 2,760 holders
Holding Since
Mar 2024
10 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, 2026Cascade Financial Partners, LLC holds $2,004,091 across 4 Aerospace & Defense names. LMT ranks #2 (21.1% of the industry book) .
All Filings in LMT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,361 | 831 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $499,830 | 827 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $448,362 | 927 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $340,461 | 682 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $408,489 | 882 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $393,998 | 882 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $401,386 | 826 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $482,846 | 826 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $385,824 | 826 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $375,722 | 826 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||