WBI INVESTMENTS, LLC

Position in LMT — Lockheed Martin Corp

CIK 1397424 RED BANK, NJ

Position in LMT

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

Position Value

$556,329

-$449,375 QoQ

Shares Held

1,092

-34.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,686

of 2,760 holders

Holding Since

Sep 2020

10 quarters on record

Voting authority Sole 33% Shared 67% None 0%

Industrials · as of Jun 30, 2026

WBI INVESTMENTS, LLC holds $3,899,633 across 5 Aerospace & Defense names. LMT ranks #5 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp	2,514	$890,558
2	GE	General Electric Co	2,365	$883,870
3	HEI	Heico Corp	2,430	$865,540
4	HWM	Howmet Aerospace Inc.	2,616	$703,336
5	LMT	Lockheed Martin Corp This page	1,092	$556,329

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$556,329	1,092	-34.4%	Shares	Defined	2026-08-11
2026-03-31	$1,005,704	1,664	+239.6%	Shares	Sole	2026-05-11
2025-06-30	$226,938	490	-34.9%	Shares	Defined	2025-08-11
2024-09-30	$440,173	753	-89.5%	Shares	Sole	2024-11-12
2023-12-31	$3,247,917	7,166	-48.9%	Shares	Defined	2024-02-09
2023-03-31	$6,626,255	14,017	+53.7%	Shares	Sole	2023-05-15
2022-12-31	$4,435,815	9,118	+197.6%	Shares	Defined	2023-02-13
2021-06-30	$1,159,264	3,064	-51.0%	Shares	Defined	2021-08-13
2021-03-31	$2,309,375	6,250	-71.0%	Shares	Defined	2021-05-12
2020-09-30	$8,247,034	21,517	—	Shares	Defined	2020-11-06
No filing history on record for this holder in this stock.