Position in LMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,039
New position
Shares Held
57
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,645
of 2,760 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Highland Investment Advisors LLC holds $343,972 across 12 Aerospace & Defense names. LMT ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
307 | $114,735 | |
| 2 | RTX |
RTX Corp
|
576 | $109,284 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
57 | $29,039 | |
| 4 | BA |
Boeing Co
|
121 | $26,192 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
145 | $24,774 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
70 | $15,475 | |
| 7 | HII |
Huntington Ingalls Industries, Inc.
|
50 | $13,994 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
19 | $5,521 |
All Filings in LMT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,039 | 57 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||