Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in LMT — Lockheed Martin Corp
CIK 1510434
Seattle, WA
Position in LMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,806,544
-$579,587 QoQ
Shares Held
3,546
-10.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#103
of 438 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98.36435420191766.ToString("F0")%
Shared 0.ToString("F0")%
None 1.6356457980823462.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $37,689,075 across 19 Aerospace & Defense names. LMT ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
49,636 | $9,417,437 | |
| 2 | GE |
General Electric Co
|
16,489 | $6,162,433 | |
| 3 | BA |
Boeing Co
|
18,934 | $4,098,642 | |
| 4 | GD |
General Dynamics Corp
|
8,606 | $3,048,589 | |
| 5 | LOAR |
Loar Holdings Inc.
|
33,703 | $2,716,798 | |
| 6 | LMT |
Lockheed Martin Corp
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|
3,546 | $1,806,544 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
5,943 | $1,597,834 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
3,070 | $1,563,581 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,806,544 | 3,546 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,386,131 | 3,948 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $703,739 | 1,455 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $1,280,972 | 2,566 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $5,581,299 | 12,051 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $5,224,719 | 11,696 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $963,132 | 1,982 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $1,206,531 | 2,064 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $687,571 | 1,472 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $513,093 | 1,128 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $561,564 | 1,239 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $514,062 | 1,257 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $853,544 | 1,854 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,910,422 | 8,272 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,606,350 | 7,413 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,684,329 | 6,949 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,418,954 | 5,626 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $606,042 | 1,373 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $624,810 | 1,758 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $598,748 | 1,735 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,017,761 | 2,690 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $709,809 | 1,921 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $823,908 | 2,321 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $978,513 | 2,553 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $891,134 | 2,442 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $903,640 | 2,666 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||