Position in LMT
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$3,721,229
+$763,104 QoQ
Shares Held
6,157
+0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026MOSELEY INVESTMENT MANAGEMENT INC holds $7,895,501 across 10 Aerospace & Defense names. LMT ranks #1 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
6,157 | $3,721,229 | |
| 2 | AXON |
Axon Enterprise, Inc.
|
3,303 | $1,402,751 | |
| 3 | BWXT |
BWX Technologies, Inc.
|
3,986 | $815,097 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
529 | $360,904 | |
| 5 | TDG |
TransDigm Group INC
|
268 | $310,601 | |
| 6 | GD |
General Dynamics Corp
|
856 | $293,796 | |
| 7 | TXT |
Textron Inc
|
2,900 | $253,924 | |
| 8 | RTX |
RTX Corp
|
1,301 | $250,962 |
All Filings in LMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,721,229 | 6,157 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,958,125 | 6,116 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,107,582 | 6,225 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,599,604 | 5,613 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,447,524 | 5,479 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,640,112 | 5,433 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,117,458 | 5,333 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,472,827 | 5,294 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,339,396 | 5,143 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $2,438,884 | 5,381 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,119,230 | 5,182 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,386,149 | 5,183 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $2,383,504 | 5,042 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,518,072 | 5,176 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,094,078 | 5,421 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $2,345,001 | 5,454 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,446,238 | 5,542 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,970,748 | 5,545 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,775,884 | 5,146 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,692,359 | 4,473 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,553,378 | 4,204 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,775,609 | 5,002 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,718,627 | 4,484 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,350,933 | 3,702 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,212,085 | 3,576 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||