Position in LMT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$315,491
New position
Shares Held
522
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Optimize Financial Inc holds $3,753,351 across 12 Aerospace & Defense names. LMT ranks #7 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIR |
Aar Corp
|
3,237 | $354,322 | |
| 2 | WWD |
Woodward, Inc.
|
934 | $334,297 | |
| 3 | FTAI |
FTAI Aviation Ltd.
|
1,341 | $328,545 | |
| 4 | HXL |
Hexcel Corp /De/
|
3,965 | $320,887 | |
| 5 | HEI |
Heico Corp
|
1,157 | $317,249 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
464 | $316,559 | |
| 7 | LMT |
Lockheed Martin Corp
This page
|
522 | $315,491 | |
| 8 | HII |
Huntington Ingalls Industries, Inc.
|
818 | $310,758 |
All Filings in LMT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $315,491 | 522 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||