OXFORD FINANCIAL GROUP, LTD. LLC

Position in LMT — Lockheed Martin Corp

CIK 1245862 INDIANAPOLIS, IN

Position in LMT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$576,199

-$140,607 QoQ

Shares Held

1,131

-4.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,669

of 2,765 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $4,821,697 across 6 Aerospace & Defense names. LMT ranks #4 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	3,593	$1,342,811
2	BA	Boeing Co	5,982	$1,294,923
3	RTX	RTX Corp	4,468	$847,713
4	LMT	Lockheed Martin Corp This page	1,131	$576,199
5	GD	General Dynamics Corp	1,426	$505,146
6	HONA	Honeywell Aerospace Inc.	1,153	$254,905

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$576,199	1,131	-4.6%	Shares	Sole	2026-08-11
2026-03-31	$716,806	1,186	-5.6%	Shares	Sole	2026-05-06
2025-12-31	$607,973	1,257	-1.6%	Shares	Sole	2026-02-13
2025-09-30	$637,491	1,277	+9.7%	Shares	Sole	2025-11-13
2025-06-30	$539,094	1,164	-10.0%	Shares	Sole	2025-08-14
2025-03-31	$578,042	1,294	-1.7%	Shares	Sole	2025-05-15
2024-12-31	$639,497	1,316	-1.1%	Shares	Sole	2025-02-11
2024-09-30	$777,464	1,330	-8.8%	Shares	Sole	2024-11-12
2024-06-30	$681,498	1,459	+3.6%	Shares	Sole	2024-08-14
2024-03-31	$640,456	1,408	+9.1%	Shares	Sole	2024-05-13
2023-12-31	$585,132	1,291	0.0%	Shares	Sole	2024-02-14
2023-09-30	$527,967	1,291	-23.2%	Shares	Sole	2023-11-13
2023-06-30	$773,438	1,680	+80.3%	Shares	Sole	2023-08-10
2023-03-31	$440,584	932	+1.3%	Shares	Sole	2023-05-12
2022-12-31	$447,570	920	+1.8%	Shares	Sole	2023-02-14
2022-09-30	$349,206	904	-1.0%	Shares	Sole	2022-11-02
2022-06-30	$392,553	913	+1.0%	Shares	Sole	2022-08-11
2022-03-31	$399,025	904	-1.5%	Shares	Sole	2022-05-13
2021-12-31	$326,266	918	0.0%	Shares	Sole	2022-02-10
2021-09-30	$316,801	918	+2.1%	Shares	Sole	2021-11-12
2021-06-30	$340,136	899	-0.1%	Shares	Sole	2021-08-03
2021-03-31	$332,550	900	-11.9%	Shares	Sole	2021-05-10
2020-12-31	$362,789	1,022	+10.0%	Shares	Sole	2021-02-10
2020-09-30	$356,067	929	+1.9%	Shares	Sole	2020-11-12
2020-06-30	$332,807	912	-1.5%	Shares	Sole	2020-08-05
2020-03-31	$313,867	926	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.