Position in LMT
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$17,845,823
+$3,596,905 QoQ
Shares Held
29,527
+0.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.52585768957226.ToString("F0")%
Shared 0.ToString("F0")%
None 0.4741423104277441.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026PINNACLE ASSOCIATES LTD holds $180,395,308 across 21 Aerospace & Defense names. LMT ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
230,294 | $44,423,712 | |
| 2 | AVAV |
AeroVironment Inc
|
105,563 | $19,323,307 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
29,527 | $17,845,823 | |
| 4 | GD |
General Dynamics Corp
|
41,100 | $14,106,342 | |
| 5 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
199,459 | $14,063,854 | |
| 6 | BWXT |
BWX Technologies, Inc.
|
67,638 | $13,831,294 | |
| 7 | BA |
Boeing Co
|
51,558 | $10,261,588 | |
| 8 | HXL |
Hexcel Corp /De/
|
117,037 | $9,471,804 |
All Filings in LMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,845,823 | 29,527 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $14,248,918 | 29,460 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $14,391,725 | 28,829 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $13,324,074 | 28,769 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $13,804,679 | 30,903 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $14,608,814 | 30,063 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,875,260 | 30,579 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $14,257,293 | 30,523 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $13,596,064 | 29,890 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $13,859,625 | 30,579 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $12,431,566 | 30,398 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $14,103,280 | 30,634 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $14,509,501 | 30,693 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $14,929,405 | 30,688 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $11,801,159 | 30,550 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $13,245,777 | 30,807 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $13,598,209 | 30,807 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $10,761,459 | 30,279 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $10,650,131 | 30,861 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $11,925,592 | 31,520 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $11,556,482 | 31,276 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $12,307,156 | 34,670 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $13,185,981 | 34,403 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $12,932,764 | 35,440 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $11,825,287 | 34,888 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||