Carlton Hofferkamp & Jenks Wealth Management, LLC
Position in LMT — Lockheed Martin Corp
CIK 1510870
THE WOODLANDS, TX
Position in LMT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,585,439
-$327,455 QoQ
Shares Held
3,112
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#1,079
of 2,767 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, 2026Carlton Hofferkamp & Jenks Wealth Management, LLC holds $3,106,568 across 4 Aerospace & Defense names. LMT ranks #1 (51.0% of the industry book) .
All Filings in LMT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,585,439 | 3,112 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,912,894 | 3,165 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,536,135 | 3,176 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,667,361 | 3,340 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,551,982 | 3,351 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,505,412 | 3,370 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,644,420 | 3,384 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,007,379 | 3,434 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,629,244 | 3,488 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,591,135 | 3,498 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,566,397 | 3,456 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,407,231 | 3,441 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,570,816 | 3,412 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,627,136 | 3,442 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,708,552 | 3,512 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,356,650 | 3,512 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,510,019 | 3,512 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,530,775 | 3,468 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,242,157 | 3,495 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,201,293 | 3,481 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,291,686 | 3,414 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,248,910 | 3,380 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,236,395 | 3,483 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,351,445 | 3,526 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,297,655 | 3,556 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,247,336 | 3,680 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||