Retirement Planning Group, LLC

Pension

Position in LMT — Lockheed Martin Corp

CIK 1508195 LEAWOOD, KS

Position in LMT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$4,473,568

-$1,030,611 QoQ

Shares Held

8,781

-3.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#627

of 2,767 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Retirement Planning Group, LLC holds $10,819,661 across 12 Aerospace & Defense names. LMT ranks #1 (41.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	8,781	$4,473,568
2	RTX	RTX Corp	10,406	$1,974,330
3	GD	General Dynamics Corp	2,386	$845,216
4	NOC	Northrop Grumman Corp /De/	1,293	$658,537
5	SPCX	Space Exploration Technologies Corp	3,529	$602,964
6	BA	Boeing Co	2,574	$557,193
7	GE	General Electric Co	1,094	$408,860
8	LHX	L3harris Technologies, Inc. /De/	1,099	$319,358

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,473,568	8,781	-3.6%	Shares	Sole	2026-08-05
2026-03-31	$5,504,179	9,107	-2.4%	Shares	Sole	2026-05-04
2025-12-31	$4,513,608	9,332	+9.3%	Shares	Sole	2026-02-03
2025-09-30	$4,262,754	8,539	+382.4%	Shares	Sole	2025-10-27
2025-06-30	$819,757	1,770	+54.7%	Shares	Sole	2025-07-30
2025-03-31	$511,036	1,144	-15.1%	Shares	Sole	2025-04-10
2024-12-31	$654,561	1,347	+5.2%	Shares	Sole	2025-02-18
2024-09-30	$748,821	1,281	+122.4%	Shares	Sole	2024-10-10
2024-06-30	$269,049	576	0.0%	Shares	Sole	2024-07-12
2024-03-31	$262,005	576	0.0%	Shares	Sole	2024-04-12
2023-12-31	$261,066	576	+0.3%	Shares	Sole	2024-01-16
2023-09-30	$234,743	574	0.0%	Shares	Sole	2023-10-25
2023-06-30	$264,258	574	0.0%	Shares	Sole	2023-07-24
2023-03-31	$271,347	574	—	Shares	Sole	2023-04-20
No filing history on record for this holder in this stock.