LIGHTHOUSE FINANCIAL SERVICES INC /ADV

Position in LMT — Lockheed Martin Corp

CIK 1068979 BREA, CA

Position in LMT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,059,676

-$190,202 QoQ

Shares Held

2,080

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#161

of 438 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Jun 30, 2026

LIGHTHOUSE FINANCIAL SERVICES INC /ADV holds $6,253,340 across 5 Aerospace & Defense names. LMT ranks #2 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	19,528	$3,705,047
2	LMT	Lockheed Martin Corp This page	2,080	$1,059,676
3	GD	General Dynamics Corp	1,639	$580,599
4	HONA	Honeywell Aerospace Inc.	2,183	$482,006
5	BA	Boeing Co	1,968	$426,012

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,059,676	2,080	+0.6%	Shares	Sole	2026-07-16
2026-03-31	$1,249,878	2,068	-1.0%	Shares	Sole	2026-04-15
2025-12-31	$1,010,386	2,089	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.