Position in LMT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,943,430
-$1,244,241 QoQ
Shares Held
13,629
+0.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#194
of 1,688 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $104,576,145 across 54 Aerospace & Defense names. LMT ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
176,048 | $33,401,587 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
104,827 | $17,910,741 | |
| 3 | GE |
General Electric Co
|
40,495 | $15,134,196 | |
| 4 | BA |
Boeing Co
|
32,668 | $7,071,641 | |
| 5 | LMT |
Lockheed Martin Corp
This page
|
13,629 | $6,943,430 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
9,373 | $4,773,762 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
16,083 | $3,555,629 | |
| 8 | GD |
General Dynamics Corp
|
8,301 | $2,940,546 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,943,430 | 13,629 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,187,671 | 13,547 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,518,420 | 13,477 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,336,971 | 12,694 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,183,845 | 13,352 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,993,061 | 13,416 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,298,754 | 12,962 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,681,118 | 13,140 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,021,386 | 12,891 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,394,435 | 5,264 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,367,725 | 5,224 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,105,326 | 5,148 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,238,367 | 4,862 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,436,923 | 5,155 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,482,071 | 5,102 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,757,233 | 4,549 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,915,471 | 4,455 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,060,455 | 4,668 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,557,406 | 4,382 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,670,974 | 4,842 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,727,546 | 4,566 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,499,061 | 4,057 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,410,690 | 3,974 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,624,340 | 4,238 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,788,837 | 4,902 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,479,855 | 4,366 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||