Position in LMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$434,569
-$94,272 QoQ
Shares Held
853
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,863
of 2,765 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026SYM FINANCIAL Corp holds $5,410,556 across 8 Aerospace & Defense names. LMT ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
7,079 | $2,645,634 | |
| 2 | RTX |
RTX Corp
|
2,812 | $533,520 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
853 | $434,569 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
1,501 | $403,558 | |
| 5 | GD |
General Dynamics Corp
|
1,139 | $403,479 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
713 | $363,138 | |
| 7 | TXT |
Textron Inc
|
3,431 | $314,725 | |
| 8 | BA |
Boeing Co
|
1,441 | $311,933 |
All Filings in LMT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,569 | 853 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $528,841 | 875 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $378,713 | 783 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $315,001 | 631 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $270,936 | 585 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $212,187 | 475 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $210,897 | 434 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $240,254 | 411 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||