BSW Wealth Partners

Position in LMT — Lockheed Martin Corp

CIK 1512601 BOULDER, CO

Position in LMT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$396,359

-$146,987 QoQ

Shares Held

778

-13.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#282

of 438 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Jun 30, 2026

BSW Wealth Partners holds $2,508,576 across 6 Aerospace & Defense names. LMT ranks #3 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKLB	Rocket Lab Corp	6,980	$709,517
2	GE	General Electric Co	1,318	$492,576
3	LMT	Lockheed Martin Corp This page	778	$396,359
4	RTX	RTX Corp	2,042	$387,428
5	HONA	Honeywell Aerospace Inc.	1,302	$287,481
6	GD	General Dynamics Corp	664	$235,215

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$396,359	778	-13.5%	Shares	Sole	2026-07-15
2026-03-31	$543,346	899	-1.2%	Shares	Sole	2026-04-14
2025-12-31	$440,139	910	-2.4%	Shares	Sole	2026-01-23
2025-09-30	$465,263	932	-0.7%	Shares	Sole	2025-10-15
2025-06-30	$434,888	939	-0.2%	Shares	Sole	2025-07-18
2025-03-31	$420,354	941	-40.7%	Shares	Sole	2025-04-24
2024-12-31	$771,672	1,588	+89.5%	Shares	Sole	2025-01-22
2024-09-30	$489,861	838	—	Shares	Sole	2024-10-29
No filing history on record for this holder in this stock.