Institute for Wealth Management, LLC.

Position in LMT — Lockheed Martin Corp

CIK 1533954 DENVER, CO

Position in LMT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,246,648

-$240,151 QoQ

Shares Held

2,447

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,202

of 2,767 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $27,317,626 across 25 Aerospace & Defense names. LMT ranks #6 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXON	Axon Enterprise, Inc.	19,839	$11,121,941
2	BA	Boeing Co	19,103	$4,135,226
3	GE	General Electric Co	9,517	$3,556,788
4	RTX	RTX Corp	13,818	$2,621,689
5	HWM	Howmet Aerospace Inc.	8,888	$2,389,627
6	LMT	Lockheed Martin Corp This page	2,447	$1,246,648
7	AIR	Aar Corp	5,000	$714,650
8	HONA	Honeywell Aerospace Inc.	2,349	$518,659

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,246,648	2,447	-0.5%	Shares	Sole	2026-07-28
2026-03-31	$1,486,799	2,460	-0.5%	Shares	Sole	2026-05-14
2025-12-31	$1,195,632	2,472	-2.2%	Shares	Sole	2026-01-27
2025-09-30	$1,261,503	2,527	-1.1%	Shares	Sole	2025-10-17
2025-06-30	$1,183,322	2,555	-0.9%	Shares	Sole	2025-07-18
2025-03-31	$1,151,618	2,578	0.0%	Shares	Sole	2025-04-21
2024-12-31	$1,252,753	2,578	+0.4%	Shares	Sole	2025-01-23
2024-09-30	$1,500,565	2,567	-1.3%	Shares	Sole	2024-11-12
2024-06-30	$1,214,927	2,601	-0.8%	Shares	Sole	2024-07-25
2024-03-31	$1,192,214	2,621	-2.6%	Shares	Sole	2024-04-30
2023-12-31	$1,220,122	2,692	-4.4%	Shares	Sole	2024-01-31
2023-09-30	$1,151,631	2,816	0.0%	Shares	Sole	2023-10-13
2023-06-30	$1,296,430	2,816	-3.3%	Shares	Sole	2023-07-25
2023-03-31	$1,376,589	2,912	-0.5%	Shares	Sole	2023-04-20
2022-12-31	$1,423,956	2,927	+2.3%	Shares	Sole	2023-02-02
2022-09-30	$1,105,175	2,861	+2.7%	Shares	Sole	2022-10-18
2022-06-30	$1,198,298	2,787	+5.6%	Shares	Sole	2022-07-25
2022-03-31	$1,165,296	2,640	+5.1%	Shares	Sole	2022-04-29
2021-12-31	$892,789	2,512	+3.5%	Shares	Sole	2022-01-21
2021-09-30	$837,557	2,427	+6.4%	Shares	Sole	2021-11-15
2021-06-30	$862,638	2,280	+1.6%	Shares	Sole	2021-07-21
2021-03-31	$829,158	2,244	+11.9%	Shares	Sole	2021-05-04
2020-12-31	$711,734	2,005	+14.2%	Shares	Sole	2021-02-01
2020-09-30	$673,039	1,756	-2.8%	Shares	Sole	2020-11-03
2020-06-30	$659,045	1,806	-0.5%	Shares	Sole	2020-07-30
2020-03-31	$615,194	1,815	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.