Position in LMT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$54,079,608
+$14,945,869 QoQ
Shares Held
89,478
+10.6% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 12.609803527123987.ToString("F0")%
Shared 0.ToString("F0")%
None 87.39019647287601.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $399,509,296 across 40 Aerospace & Defense names. LMT ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
228,206 | $64,758,016 | |
| 2 | RTX |
RTX Corp
|
320,176 | $61,761,950 | |
| 3 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
815,062 | $57,470,021 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
89,478 | $54,079,608 | |
| 5 | GD |
General Dynamics Corp
|
134,605 | $46,199,128 | |
| 6 | BA |
Boeing Co
|
123,930 | $24,665,787 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
34,206 | $11,806,200 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
15,432 | $10,528,327 |
All Filings in LMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,079,608 | 89,478 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $39,133,739 | 80,910 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $33,830,463 | 67,768 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,144,495 | 49,973 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,747,813 | 50,923 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,226,117 | 51,912 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $36,162,635 | 61,863 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,564,727 | 50,449 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $21,497,156 | 47,260 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,200,754 | 46,776 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $17,509,622 | 42,815 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $21,293,034 | 46,251 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $23,502,717 | 49,717 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $22,193,673 | 45,620 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $16,001,290 | 41,423 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $9,575,639 | 22,271 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $9,407,558 | 21,313 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $7,749,004 | 21,803 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $7,834,805 | 22,703 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,506,842 | 19,841 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,763,328 | 18,304 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $5,330,379 | 15,016 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,767,597 | 15,048 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $5,326,007 | 14,595 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,850,374 | 14,310 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||