STEPHENS INC /AR/

Position in LMT — Lockheed Martin Corp

CIK 757657 LITTLE ROCK, AR

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Position in LMT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$21,839,531

-$1,419,813 QoQ

Shares Held

42,868

+11.4% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#236

of 2,776 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in LMT Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

STEPHENS INC /AR/ holds $142,686,300 across 24 Aerospace & Defense names. LMT ranks #2 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	77,586	$28,996,215
2	LMT	Lockheed Martin Corp This page	42,868	$21,839,531
3	RTX	RTX Corp	101,474	$19,252,662
4	TDG	TransDigm Group INC	11,106	$14,793,636
5	KTOS	Kratos Defense & Security Solutions, Inc.	286,724	$14,296,058
6	BA	Boeing Co	48,526	$10,504,423
7	GD	General Dynamics Corp	17,494	$6,197,074
8	NOC	Northrop Grumman Corp /De/	11,791	$6,005,274

All Filings in LMT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,839,531	42,868	+11.4%	Shares	Defined	2026-07-29
2026-03-31	$23,259,344	38,484	+0.2%	Shares	Defined	2026-04-28
2025-12-31	$18,578,732	38,412	-1.3%	Shares	Defined	2026-02-05
2025-09-30	$19,426,757	38,915	+2.2%	Shares	Defined	2025-10-27
2025-06-30	$17,627,108	38,060	+0.1%	Shares	Defined	2025-07-29
2025-03-31	$16,982,127	38,016	+17.4%	Shares	Defined	2025-05-01
2024-12-31	$15,738,138	32,387	+1.5%	Shares	Defined	2025-01-28
2024-09-30	$18,653,894	31,911	+2.6%	Shares	Defined	2024-10-28
2024-06-30	$14,529,612	31,106	+3.9%	Shares	Defined	2024-08-06
2024-03-31	$13,617,898	29,938	+44.2%	Shares	Defined	2024-05-15
2023-12-31	$9,410,168	20,762	+4.5%	Shares	Defined	2024-02-13
2023-09-30	$8,124,808	19,867	+8.5%	Shares	Defined	2023-11-14
2023-06-30	$8,431,399	18,314	-14.3%	Shares	Defined	2023-08-14
2023-03-31	$10,102,240	21,370	-9.4%	Shares	Defined	2023-05-15
2022-12-31	$11,478,245	23,594	+5.0%	Shares	Defined	2023-02-14
2022-09-30	$8,678,004	22,465	+2.4%	Shares	Defined	2022-11-02
2022-06-30	$9,435,042	21,944	-27.7%	Shares	Defined	2022-08-03
2022-03-31	$13,392,958	30,342	+2.9%	Shares	Defined	2022-05-04
2021-12-31	$10,478,553	29,483	+13.1%	Shares	Defined	2022-03-07
2021-09-30	$8,994,341	26,063	+2.1%	Shares	Defined	2021-10-27
2021-06-30	$9,653,978	25,516	+0.4%	Shares	Defined	2021-08-12
2021-03-31	$9,391,951	25,418	+12.1%	Shares	Defined	2021-05-14
2020-12-31	$8,050,946	22,680	-10.7%	Shares	Defined	2021-02-10
2020-09-30	$9,731,479	25,390	+41.1%	Shares	Defined	2020-11-13
2020-06-30	$6,567,830	17,998	-24.9%	Shares	Defined	2020-08-24
2020-03-31	$8,119,208	23,954	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.