STEPHENS INC /AR/

Position in LMT — Lockheed Martin Corp

CIK 757657 LITTLE ROCK, AR

Position in LMT

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$23,259,344

+$4,680,612 QoQ

Shares Held

38,484

+0.2% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

STEPHENS INC /AR/ holds $134,798,821 across 22 Aerospace & Defense names. LMT ranks #1 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	38,484	$23,259,344
2	KTOS	Kratos Defense & Security Solutions, Inc.	304,359	$21,460,353
3	GE	General Electric Co	69,354	$19,680,584
4	RTX	RTX Corp	100,495	$19,385,485
5	TDG	TransDigm Group INC	11,068	$12,827,369
6	BA	Boeing Co	47,907	$9,534,930
7	NOC	Northrop Grumman Corp /De/	11,645	$7,944,684
8	GD	General Dynamics Corp	17,761	$6,095,930

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.