Position in LMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$14,774
-$6,379 QoQ
Shares Held
29
-17.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,691
of 2,767 holders
Holding Since
Mar 2020
26 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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $277,020 across 12 Aerospace & Defense names. LMT ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HONA |
Honeywell Aerospace Inc.
|
258 | $57,038 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
182 | $52,887 | |
| 3 | RTX |
RTX Corp
|
226 | $42,878 | |
| 4 | GD |
General Dynamics Corp
|
121 | $42,863 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
120 | $32,263 | |
| 6 | GE |
General Electric Co
|
51 | $19,060 | |
| 7 | LMT |
Lockheed Martin Corp
This page
|
29 | $14,774 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
24 | $12,223 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,774 | 29 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $21,153 | 35 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $14,026 | 29 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $15,974 | 32 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $25,009 | 54 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $16,528 | 37 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $16,036 | 33 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $22,213 | 38 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $17,749 | 38 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $24,108 | 53 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,909,046 | 4,212 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,784,292 | 4,363 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,027,513 | 4,404 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,203,867 | 4,662 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,464,071 | 5,065 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,966,988 | 5,092 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,151,949 | 5,005 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $130,213 | 295 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $104,490 | 294 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $101,114 | 293 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $110,478 | 292 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $8,868 | 24 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $8,519 | 24 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $9,198 | 24 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $8,758 | 24 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $8,134 | 24 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||