BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in LMT — Lockheed Martin Corp
CIK 1352860
BLUE BELL, PA
Position in LMT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$41,266
-$7,085 QoQ
Shares Held
81
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,628
of 2,767 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Derivatives in LMT
reported options exposure · as of Mar 31, 2022CallValue
$44,140
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $1,231,573 across 9 Aerospace & Defense names. LMT ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VSEC |
Vse Corp
|
1,978 | $451,973 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
1,534 | $262,099 | |
| 3 | RTX |
RTX Corp
|
1,114 | $211,359 | |
| 4 | GE |
General Electric Co
|
345 | $128,936 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
205 | $59,570 | |
| 6 | BA |
Boeing Co
|
238 | $51,519 | |
| 7 | LMT |
Lockheed Martin Corp
This page
|
81 | $41,266 | |
| 8 | BWXT |
BWX Technologies, Inc.
|
84 | $16,350 |
All Filings in LMT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,266 | 81 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $48,351 | 80 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $163,964 | 339 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $167,235 | 335 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $135,236 | 292 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $84,874 | 190 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $79,208 | 163 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $83,007 | 142 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $63,525 | 136 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $55,039 | 121 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $64,360 | 142 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $49,075 | 120 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $42,815 | 93 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $35,927 | 76 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $36,973 | 76 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,249 | 11 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,729 | 11 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,855 | 11 | Shares | Sole | 2022-04-21 | |
| 2022-03-31 | $44,140 | 100 | Call | Sole | 2022-04-21 | |
| 2021-12-31 | $3,909 | 11 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||