Position in LMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$294,977
-$55,569 QoQ
Shares Held
579
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,142
of 2,760 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026IFC Advisors LLC holds $9,286,278 across 8 Aerospace & Defense names. LMT ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
33,009 | $6,262,797 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
4,088 | $903,775 | |
| 3 | SPCX |
Space Exploration Technologies Corp
|
4,543 | $776,216 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
579 | $294,977 | |
| 5 | HEI |
Heico Corp
|
1,054 | $271,837 | |
| 6 | GE |
General Electric Co
|
712 | $266,095 | |
| 7 | TDG |
TransDigm Group INC
|
196 | $261,079 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
928 | $249,502 |
All Filings in LMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,977 | 579 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $350,546 | 580 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $277,142 | 573 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $285,548 | 572 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $285,757 | 617 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $285,000 | 638 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $306,142 | 630 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||