CALDWELL SUTTER CAPITAL, INC.

Position in LMT — Lockheed Martin Corp

CIK 702007 SAUSALITO, CA

Position in LMT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$783,549

-$168,365 QoQ

Shares Held

1,538

-2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#808

of 1,688 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $4,325,444 across 20 Aerospace & Defense names. LMT ranks #1 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	1,538	$783,549
2	BA	Boeing Co	3,603	$779,941
3	RTX	RTX Corp	2,877	$545,853
4	HONA	Honeywell Aerospace Inc.	2,288	$505,831
5	GE	General Electric Co	1,287	$480,990
6	RGR	Sturm Ruger & Co Inc	8,056	$304,919
7	EMBJ	Embraer S.A.	4,661	$297,371
8	GD	General Dynamics Corp	562	$199,082

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$783,549	1,538	-2.3%	Shares	Sole	2026-08-05
2026-03-31	$951,914	1,575	-1.5%	Shares	Sole	2026-05-06
2025-12-31	$773,388	1,599	+0.2%	Shares	Sole	2026-01-30
2025-09-30	$796,739	1,596	+1.5%	Shares	Sole	2025-10-29
2025-06-30	$728,056	1,572	+2.8%	Shares	Sole	2025-07-11
2025-03-31	$683,019	1,529	-7.2%	Shares	Sole	2025-04-16
2024-12-31	$800,343	1,647	+1.8%	Shares	Sole	2025-01-21
2024-09-30	$945,818	1,618	-2.7%	Shares	Sole	2024-10-25
2024-06-30	$776,787	1,663	-0.3%	Shares	Sole	2024-07-23
2024-03-31	$758,723	1,668	-3.6%	Shares	Sole	2024-04-19
2023-12-31	$784,558	1,731	+8.3%	Shares	Sole	2024-01-19
2023-09-30	$653,927	1,599	-1.1%	Shares	Sole	2023-10-25
2023-06-30	$743,974	1,616	+184.5%	Shares	Sole	2023-07-19
2023-03-31	$268,510	568	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.