Position in LMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,402,613
-$88,682 QoQ
Shares Held
4,716
+14.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#81
of 438 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $46,765,078 across 20 Aerospace & Defense names. LMT ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
29,365 | $10,974,581 | |
| 2 | BA |
Boeing Co
|
35,022 | $7,581,212 | |
| 3 | SPCX |
Space Exploration Technologies Corp
|
33,710 | $5,759,690 | |
| 4 | RTX |
RTX Corp
|
24,271 | $4,604,936 | |
| 5 | GD |
General Dynamics Corp
|
7,847 | $2,779,721 | |
| 6 | FTAI |
FTAI Aviation Ltd.
|
9,011 | $2,437,745 | |
| 7 | LMT |
Lockheed Martin Corp
This page
|
4,716 | $2,402,613 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
8,319 | $1,836,835 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,402,613 | 4,716 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,491,295 | 4,122 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,794,415 | 3,710 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,003,828 | 4,014 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,779,383 | 3,842 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,461,635 | 3,272 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $2,840,805 | 5,846 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $3,331,992 | 5,700 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $2,623,233 | 5,616 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $1,419,649 | 3,121 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $1,471,670 | 3,247 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $1,415,819 | 3,462 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $2,070,789 | 4,498 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $1,716,955 | 3,632 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $1,802,931 | 3,706 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $1,256,987 | 3,254 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $1,412,848 | 3,286 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $1,681,734 | 3,810 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $1,584,773 | 4,459 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $803,047 | 2,327 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $1,120,672 | 2,962 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $1,151,731 | 3,117 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $798,705 | 2,250 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $871,962 | 2,275 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $845,154 | 2,316 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $619,939 | 1,829 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||