Wharton Business Group, LLC

Position in LMT — Lockheed Martin Corp

CIK 1513126 MALVERN, PA

Position in LMT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$208,878

-$38,921 QoQ

Shares Held

410

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,445

of 2,776 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Wharton Business Group, LLC holds $5,357,301 across 3 Aerospace & Defense names. LMT ranks #3 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TXT	Textron Inc	52,320	$4,799,313
2	IA	Innovative Solutions & Support Inc	19,395	$349,110
3	LMT	Lockheed Martin Corp This page	410	$208,878

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$208,878	410	0.0%	Shares	Sole	2026-08-10
2026-03-31	$247,799	410	-70.3%	Shares	Sole	2026-05-07
2025-12-31	$667,464	1,380	-7.7%	Shares	Sole	2026-02-11
2025-09-30	$746,318	1,495	0.0%	Shares	Sole	2025-11-10
2025-06-30	$692,394	1,495	0.0%	Shares	Sole	2025-08-14
2025-03-31	$667,831	1,495	0.0%	Shares	Sole	2025-05-09
2024-12-31	$726,480	1,495	0.0%	Shares	Sole	2025-02-04
2024-09-30	$873,917	1,495	0.0%	Shares	Sole	2024-11-07
2024-06-30	$698,314	1,495	-7.7%	Shares	Sole	2024-08-12
2024-03-31	$736,434	1,619	0.0%	Shares	Sole	2024-05-13
2023-12-31	$733,795	1,619	0.0%	Shares	Sole	2024-02-07
2023-09-30	$662,106	1,619	0.0%	Shares	Sole	2023-11-06
2023-06-30	$745,355	1,619	0.0%	Shares	Sole	2023-08-07
2023-03-31	$765,349	1,619	0.0%	Shares	Sole	2023-05-04
2022-12-31	$787,627	1,619	0.0%	Shares	Sole	2023-02-13
2022-09-30	$625,403	1,619	0.0%	Shares	Sole	2022-10-31
2022-06-30	$696,105	1,619	0.0%	Shares	Sole	2022-08-09
2022-03-31	$714,626	1,619	-8.5%	Shares	Sole	2022-05-18
2021-12-31	$628,720	1,769	0.0%	Shares	Sole	2022-02-10
2021-06-30	$669,301	1,769	0.0%	Shares	Sole	2021-08-11
2021-03-31	$653,645	1,769	+1.1%	Shares	Sole	2021-05-10
2020-12-31	$621,215	1,750	0.0%	Shares	Sole	2021-02-11
2020-09-30	$670,740	1,750	0.0%	Shares	Sole	2020-11-06
2020-06-30	$638,610	1,750	-0.2%	Shares	Sole	2020-08-11
2020-03-31	$594,179	1,753	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.