Destination Wealth Management

Position in LMT — Lockheed Martin Corp

CIK 1278573 WALNUT CREEK, CA

Position in LMT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,958,854

-$1,456,598 QoQ

Shares Held

17,585

+2.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#414

of 2,765 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Industrials · as of Jun 30, 2026

Destination Wealth Management holds $12,325,269 across 5 Aerospace & Defense names. LMT ranks #1 (72.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	17,585	$8,958,854
2	RTX	RTX Corp	6,185	$1,173,480
3	GE	General Electric Co	2,509	$937,688
4	BA	Boeing Co	4,087	$884,712
5	GD	General Dynamics Corp	1,046	$370,535

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,958,854	17,585	+2.0%	Shares	Sole	2026-08-14
2026-03-31	$10,415,452	17,233	+0.1%	Shares	Sole	2026-05-15
2025-12-31	$8,323,960	17,210	-0.7%	Shares	Sole	2026-02-13
2025-09-30	$8,649,312	17,326	+2.1%	Shares	Sole	2025-11-14
2025-06-30	$7,860,412	16,972	+3.9%	Shares	Sole	2025-08-14
2025-03-31	$7,297,454	16,336	-0.4%	Shares	Sole	2025-05-15
2024-12-31	$7,967,958	16,397	-2.5%	Shares	Sole	2025-02-07
2024-09-30	$9,832,299	16,820	-1.7%	Shares	Sole	2024-11-25
2024-06-30	$7,994,883	17,116	-0.3%	Shares	Sole	2024-07-25
2024-03-31	$7,807,843	17,165	+0.5%	Shares	Sole	2024-05-14
2023-12-31	$7,741,792	17,081	+0.2%	Shares	Sole	2024-02-14
2023-09-30	$6,969,496	17,042	+1.0%	Shares	Sole	2023-11-14
2023-06-30	$7,766,150	16,869	-2.8%	Shares	Sole	2023-08-11
2023-03-31	$8,201,392	17,349	-1.7%	Shares	Sole	2023-05-05
2022-12-31	$8,583,629	17,644	-2.3%	Shares	Sole	2023-02-13
2022-09-30	$6,972,920	18,051	+1.3%	Shares	Sole	2022-11-14
2022-06-30	$7,659,307	17,814	+2.0%	Shares	Sole	2022-07-29
2022-03-31	$7,711,699	17,471	+5.5%	Shares	Sole	2022-05-12
2021-12-31	$5,887,011	16,564	-0.3%	Shares	Sole	2022-02-04
2021-09-30	$5,730,730	16,606	-2.3%	Shares	Sole	2021-10-25
2021-06-30	$6,431,950	17,000	+0.4%	Shares	Sole	2021-08-13
2021-03-31	$6,258,221	16,937	+3.5%	Shares	Sole	2021-05-05
2020-12-31	$5,809,247	16,365	+0.1%	Shares	Sole	2021-02-11
2020-09-30	$6,265,094	16,346	+1.1%	Shares	Sole	2020-11-12
2020-06-30	$5,898,566	16,164	+1.8%	Shares	Sole	2020-08-14
2020-03-31	$5,382,864	15,881	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.