Position in LMT
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,238,999
-$895,436 QoQ
Shares Held
2,050
-53.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $5,375,578 across 24 Aerospace & Defense names. LMT ranks #1 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
2,050 | $1,238,999 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
1,675 | $1,142,752 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
2,577 | $889,451 | |
| 4 | GE |
General Electric Co
|
1,566 | $444,383 | |
| 5 | GD |
General Dynamics Corp
|
1,294 | $444,126 | |
| 6 | RTX |
RTX Corp
|
2,229 | $429,974 | |
| 7 | BA |
Boeing Co
|
1,585 | $315,462 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
1,079 | $248,666 |
All Filings in LMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,238,999 | 2,050 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,134,435 | 4,413 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,223,563 | 2,451 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,046,696 | 2,260 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $986,782 | 2,209 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,176,525 | 4,479 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,572,648 | 4,401 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,889,419 | 4,045 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,372,342 | 3,017 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $224,807 | 496 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $98,150 | 240 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $104,966 | 228 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $172,073 | 364 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $218,434 | 449 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $171,899 | 445 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $173,703 | 404 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $193,333 | 438 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $151,404 | 426 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $154,949 | 449 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $153,988 | 407 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $139,301 | 377 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $166,130 | 468 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $146,796 | 383 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $98,163 | 269 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $13,219 | 39 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||