WHALEROCK POINT PARTNERS, LLC

Position in LMT — Lockheed Martin Corp

CIK 1389709 West Palm Beach, FL

Position in LMT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,253,481

-$828,834 QoQ

Shares Held

8,349

-0.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#648

of 2,765 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

WHALEROCK POINT PARTNERS, LLC holds $17,463,933 across 5 Aerospace & Defense names. LMT ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	47,294	$8,973,090
2	LMT	Lockheed Martin Corp This page	8,349	$4,253,481
3	GE	General Electric Co	5,739	$2,144,836
4	BA	Boeing Co	6,713	$1,453,163
5	HONA	Honeywell Aerospace Inc.	2,892	$639,363

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,253,481	8,349	-0.7%	Shares	Sole	2026-08-13
2026-03-31	$5,082,315	8,409	-1.5%	Shares	Sole	2026-05-15
2025-12-31	$4,128,607	8,536	-0.3%	Shares	Sole	2026-02-13
2025-09-30	$4,272,239	8,558	+0.4%	Shares	Sole	2025-11-12
2025-06-30	$3,949,657	8,528	0.0%	Shares	Sole	2025-08-13
2025-03-31	$3,809,542	8,528	-3.1%	Shares	Sole	2025-05-15
2024-12-31	$4,275,300	8,798	+2.5%	Shares	Sole	2025-02-14
2024-09-30	$5,018,447	8,585	+1.1%	Shares	Sole	2024-11-13
2024-06-30	$3,968,014	8,495	+0.1%	Shares	Sole	2024-08-13
2024-03-31	$3,860,026	8,486	+13.7%	Shares	Sole	2024-05-15
2023-12-31	$3,382,983	7,464	-4.5%	Shares	Sole	2024-02-14
2023-09-30	$3,197,658	7,819	+10.5%	Shares	Sole	2023-11-14
2023-06-30	$3,259,030	7,079	+2.7%	Shares	Sole	2023-08-14
2023-03-31	$3,258,527	6,893	0.0%	Shares	Sole	2023-05-10
2022-12-31	$3,353,375	6,893	0.0%	Shares	Sole	2023-02-14
2022-09-30	$2,662,696	6,893	+3.4%	Shares	Sole	2022-11-16
2022-06-30	$2,866,973	6,668	+2.2%	Shares	Sole	2022-08-12
2022-03-31	$2,879,252	6,523	+0.2%	Shares	Sole	2022-05-16
2021-12-31	$2,313,008	6,508	-29.7%	Shares	Sole	2022-02-15
2021-09-30	$3,193,210	9,253	+5.7%	Shares	Sole	2021-11-12
2021-06-30	$3,313,589	8,758	+0.6%	Shares	Sole	2021-08-10
2021-03-31	$3,217,606	8,708	+24.4%	Shares	Sole	2021-05-13
2020-12-31	$2,484,150	6,998	+220.1%	Shares	Sole	2021-02-12
2020-09-30	$837,850	2,186	-48.0%	Shares	Sole	2020-11-13
2020-06-30	$1,533,758	4,203	+44.5%	Shares	Sole	2020-08-11
2020-03-31	$985,666	2,908	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.