ROTHSCHILD INVESTMENT LLC

Position in LMT — Lockheed Martin Corp

CIK 85338 CHICAGO, IL

Position in LMT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$6,714,682

+$105,678 QoQ

Shares Held

13,180

+20.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#491

of 2,721 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $81,947,347 across 57 Aerospace & Defense names. LMT ranks #5 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	55,075	$20,583,179
2	GD	General Dynamics Corp	49,051	$17,375,826
3	HONA	Honeywell Aerospace Inc.	37,938	$8,387,333
4	RTX	RTX Corp	41,016	$7,781,965
5	LMT	Lockheed Martin Corp This page	13,180	$6,714,682
6	BA	Boeing Co	25,099	$5,433,180
7	HWM	Howmet Aerospace Inc.	17,673	$4,751,562
8	SPCX	Space Exploration Technologies Corp	14,474	$2,473,027

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,714,682	13,180	+20.5%	Shares	Sole	2026-08-06
2026-03-31	$6,609,004	10,935	-5.7%	Shares	Sole	2026-05-07
2025-12-31	$5,607,186	11,593	+2.1%	Shares	Sole	2026-02-10
2025-09-30	$5,671,025	11,360	-3.2%	Shares	Sole	2025-11-07
2025-06-30	$5,435,874	11,737	-0.0%	Shares	Sole	2025-08-11
2025-03-31	$5,243,928	11,739	+6.9%	Shares	Sole	2025-04-08
2024-12-31	$5,336,107	10,981	-0.2%	Shares	Sole	2025-02-04
2024-09-30	$6,433,082	11,005	-3.5%	Shares	Sole	2024-10-18
2024-06-30	$5,325,874	11,402	+12.6%	Shares	Sole	2024-07-31
2024-03-31	$4,606,923	10,128	-1.4%	Shares	Sole	2024-07-31
2023-12-31	$4,654,774	10,270	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.