Position in LMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,184,984
-$1,609,760 QoQ
Shares Held
16,066
-0.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#24
of 438 holders
Holding Since
Mar 2020
26 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, 2026BURNEY CO/ holds $83,339,375 across 16 Aerospace & Defense names. LMT ranks #5 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
113,283 | $21,493,183 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
48,518 | $14,098,845 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
46,051 | $12,381,271 | |
| 4 | CW |
Curtiss Wright Corp
|
14,083 | $10,671,534 | |
| 5 | LMT |
Lockheed Martin Corp
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|
16,066 | $8,184,984 | |
| 6 | GD |
General Dynamics Corp
|
13,198 | $4,675,259 | |
| 7 | VVX |
V2X, Inc.
|
39,266 | $2,927,672 | |
| 8 | HII |
Huntington Ingalls Industries, Inc.
|
6,438 | $1,801,931 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,184,984 | 16,066 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $9,794,744 | 16,206 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $9,379,328 | 19,392 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,804,484 | 19,640 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $9,343,849 | 20,175 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $9,317,923 | 20,859 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $11,648,467 | 23,971 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $14,144,598 | 24,197 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $11,180,505 | 23,936 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $10,900,504 | 23,964 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $11,195,481 | 24,701 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $10,272,666 | 25,119 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $11,591,447 | 25,178 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,725,594 | 24,804 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $12,100,952 | 24,874 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $10,081,396 | 26,098 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $11,008,695 | 25,604 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $11,223,477 | 25,427 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $8,567,868 | 24,107 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $13,009,234 | 37,697 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,665,245 | 36,118 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $10,582,849 | 28,641 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $9,445,307 | 26,608 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,286,107 | 24,228 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $7,174,692 | 19,661 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,074,903 | 20,873 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||