Position in LMT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$502,837
-$93,091 QoQ
Shares Held
987
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,761
of 2,765 holders
Holding Since
Sep 2020
17 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, 2026SHUFRO ROSE & CO LLC holds $5,063,872 across 8 Aerospace & Defense names. LMT ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
5,969 | $1,132,497 | |
| 2 | HWM |
Howmet Aerospace Inc.
|
4,110 | $1,105,014 | |
| 3 | GE |
General Electric Co
|
2,329 | $870,417 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
987 | $502,837 | |
| 5 | BA |
Boeing Co
|
2,000 | $432,940 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
1,857 | $410,545 | |
| 7 | ACHR |
Archer Aviation Inc.
|
83,200 | $393,536 | |
| 8 | GD |
General Dynamics Corp
|
610 | $216,086 |
All Filings in LMT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,837 | 987 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $595,928 | 986 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $476,414 | 985 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $739,330 | 1,481 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $685,910 | 1,481 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $661,577 | 1,481 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $718,705 | 1,479 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $863,395 | 1,477 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $689,906 | 1,477 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $671,388 | 1,476 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $441,455 | 974 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $398,327 | 974 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $447,949 | 973 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $459,020 | 971 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $475,300 | 977 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $375,860 | 973 | Shares | Sole | 2022-10-24 | |
| 2020-09-30 | $345,718 | 902 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||