Position in LMT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$726,999
-$113,707 QoQ
Shares Held
1,427
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#202
of 438 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026RICHARDS, MERRILL & PETERSON, INC. holds $6,944,186 across 7 Aerospace & Defense names. LMT ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
18,656 | $3,539,602 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
3,139 | $912,162 | |
| 3 | SPCX |
Space Exploration Technologies Corp
|
4,280 | $731,280 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
1,427 | $726,999 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
3,032 | $669,465 | |
| 6 | BA |
Boeing Co
|
1,143 | $247,425 | |
| 7 | GD |
General Dynamics Corp
|
331 | $117,253 |
All Filings in LMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $726,999 | 1,427 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $840,706 | 1,391 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $670,366 | 1,386 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $676,928 | 1,356 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $619,681 | 1,338 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $529,351 | 1,185 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $558,831 | 1,150 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||