Position in LMT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$41,160,292
+$997,368 QoQ
Shares Held
80,792
+21.6% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#28
of 1,576 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, 2026CAPITAL ADVISORS INC/OK holds $201,816,586 across 10 Aerospace & Defense names. LMT ranks #3 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
288,453 | $62,441,420 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
203,149 | $44,855,299 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
80,792 | $41,160,292 | |
| 4 | MOG-A |
Moog Inc.
|
79,849 | $33,843,200 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
63,862 | $10,911,461 | |
| 6 | RTX |
RTX Corp
|
20,355 | $3,861,954 | |
| 7 | GE |
General Electric Co
|
5,970 | $2,231,168 | |
| 8 | GD |
General Dynamics Corp
|
4,551 | $1,612,146 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,160,292 | 80,792 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $40,162,924 | 66,452 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $31,061,287 | 64,220 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $30,382,919 | 60,862 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $27,435,024 | 59,237 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $26,206,242 | 58,665 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $45,488,357 | 93,609 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $55,082,504 | 94,229 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $43,024,113 | 92,109 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $41,045,649 | 90,236 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $39,821,213 | 87,859 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $35,946,357 | 87,897 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $39,440,294 | 85,669 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $40,522,415 | 85,720 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $39,349,743 | 80,885 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $28,905,308 | 74,828 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $30,287,672 | 70,443 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $37,702,181 | 85,415 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $28,931,084 | 81,402 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $19,550,605 | 56,652 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $16,562,271 | 43,775 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $15,257,024 | 41,291 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $10,914,925 | 30,748 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $11,386,098 | 29,707 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $10,421,385 | 28,558 | Shares | Sole | 2020-09-02 | |
| 2020-03-31 | $16,966,820 | 50,057 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||