Forvis Mazars Wealth Advisors, LLC
Position in LMT — Lockheed Martin Corp
CIK 1352864
Springfield, MO
Position in LMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$708,149
-$70,305 QoQ
Shares Held
1,390
+7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,534
of 2,760 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $15,304,430 across 8 Aerospace & Defense names. LMT ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
30,277 | $5,744,455 | |
| 2 | GE |
General Electric Co
|
13,231 | $4,944,821 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
3,456 | $1,004,279 | |
| 4 | BA |
Boeing Co
|
4,088 | $884,929 | |
| 5 | GD |
General Dynamics Corp
|
2,473 | $876,035 | |
| 6 | LMT |
Lockheed Martin Corp
This page
|
1,390 | $708,149 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
3,753 | $641,237 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
2,264 | $500,525 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,149 | 1,390 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $778,454 | 1,288 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $588,142 | 1,216 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $567,601 | 1,137 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $545,578 | 1,178 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $506,122 | 1,133 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $507,807 | 1,045 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $625,479 | 1,070 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $513,810 | 1,100 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $506,270 | 1,113 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $455,052 | 1,004 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $380,332 | 930 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $422,168 | 917 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $584,294 | 1,236 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $569,193 | 1,170 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $442,688 | 1,146 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $524,121 | 1,219 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $427,716 | 969 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $319,869 | 900 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $248,472 | 720 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $267,493 | 707 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $267,887 | 725 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $882,480 | 2,486 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $790,323 | 2,062 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $717,067 | 1,965 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $517,915 | 1,528 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||