AssuredPartners Investment Advisors, LLC
Position in LMT — Lockheed Martin Corp
CIK 2055492
Tampa, FL
Position in LMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$385,661
-$71,862 QoQ
Shares Held
757
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,961
of 2,767 holders
Holding Since
Dec 2024
7 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, 2026AssuredPartners Investment Advisors, LLC holds $17,387,092 across 12 Aerospace & Defense names. LMT ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
34,621 | $10,060,516 | |
| 2 | BA |
Boeing Co
|
8,632 | $1,868,569 | |
| 3 | SPCX |
Space Exploration Technologies Corp
|
10,082 | $1,722,610 | |
| 4 | GD |
General Dynamics Corp
|
4,176 | $1,479,306 | |
| 5 | RTX |
RTX Corp
|
2,701 | $512,460 | |
| 6 | LMT |
Lockheed Martin Corp
This page
|
757 | $385,661 | |
| 7 | GE |
General Electric Co
|
989 | $369,618 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
1,207 | $266,843 |
All Filings in LMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,661 | 757 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $457,523 | 757 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $347,275 | 718 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $335,469 | 672 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $313,082 | 676 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $337,266 | 755 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $389,237 | 801 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||