MARSHALL INVESTMENT MANAGEMENT, LLC
Position in LMT — Lockheed Martin Corp
CIK 2022427
LITTLETON, CO
Position in LMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$428,965
-$79,931 QoQ
Shares Held
842
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,874
of 2,767 holders
Holding Since
Dec 2024
6 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, 2026MARSHALL INVESTMENT MANAGEMENT, LLC holds $820,324 across 13 Aerospace & Defense names. LMT ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
842 | $428,965 | |
| 2 | RTX |
RTX Corp
|
1,359 | $257,843 | |
| 3 | BA |
Boeing Co
|
242 | $52,385 | |
| 4 | GE |
General Electric Co
|
96 | $35,878 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
42 | $12,204 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
56 | $9,568 | |
| 7 | GD |
General Dynamics Corp
|
26 | $9,210 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
8 | $4,484 |
All Filings in LMT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,965 | 842 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $508,896 | 842 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $404,348 | 836 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $417,339 | 836 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $449,390 | 1,006 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $550,570 | 1,133 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||