United Asset Strategies, Inc.

Position in LMT — Lockheed Martin Corp

CIK 1539948 GARDEN CITY, NY

Position in LMT

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$15,485,546

-$2,603,846 QoQ

Shares Held

30,396

+1.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

#293

of 2,765 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Industrials · as of Jun 30, 2026

United Asset Strategies, Inc. holds $22,727,762 across 6 Aerospace & Defense names. LMT ranks #1 (68.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	30,396	$15,485,546
2	RTX	RTX Corp	23,906	$4,535,685
3	GE	General Electric Co	2,894	$1,081,574
4	GD	General Dynamics Corp	2,588	$916,773
5	BA	Boeing Co	1,647	$356,526
6	TDG	TransDigm Group INC	264	$351,658

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,485,546	30,396	+1.6%	Shares	Sole	2026-07-13
2026-03-31	$18,089,392	29,930	-13.8%	Shares	Sole	2026-04-29
2025-12-31	$16,800,761	34,736	-3.6%	Shares	Sole	2026-01-28
2025-09-30	$17,997,019	36,051	+3.1%	Shares	Sole	2025-10-23
2025-06-30	$16,189,984	34,957	+55.0%	Shares	Sole	2025-08-08
2025-03-31	$10,074,203	22,552	-28.6%	Shares	Sole	2025-05-14
2024-12-31	$15,347,928	31,584	+2.4%	Shares	Sole	2025-01-22
2024-09-30	$18,023,738	30,833	+1.2%	Shares	Sole	2024-10-28
2024-06-30	$14,225,063	30,454	+22.9%	Shares	Sole	2024-08-01
2024-03-31	$11,273,952	24,785	+7.8%	Shares	Sole	2024-04-23
2023-12-31	$10,421,800	22,994	+1.4%	Shares	Sole	2024-01-30
2023-09-30	$9,270,305	22,668	+1.8%	Shares	Sole	2023-11-07
2023-06-30	$10,247,598	22,259	-0.6%	Shares	Sole	2023-07-25
2023-03-31	$10,586,788	22,395	+2.2%	Shares	Sole	2023-07-25
2022-12-31	$10,662,401	21,917	+272.0%	Shares	Sole	2023-01-26
2022-09-30	$2,275,634	5,891	+14.9%	Shares	Sole	2022-10-24
2022-06-30	$2,205,264	5,129	+34.4%	Shares	Sole	2022-08-15
2022-03-31	$1,683,941	3,815	-22.8%	Shares	Sole	2022-04-29
2021-12-31	$1,756,436	4,942	-0.6%	Shares	Sole	2022-01-31
2021-09-30	$1,715,837	4,972	+1.7%	Shares	Sole	2021-10-21
2021-06-30	$1,848,996	4,887	+0.9%	Shares	Sole	2021-07-19
2021-03-31	$1,789,858	4,844	-3.8%	Shares	Sole	2021-04-27
2020-12-31	$1,787,679	5,036	-0.5%	Shares	Sole	2021-02-05
2020-09-30	$1,940,163	5,062	-5.9%	Shares	Sole	2020-11-03
2020-06-30	$1,963,999	5,382	+1.7%	Shares	Sole	2020-08-03
2020-03-31	$1,794,401	5,294	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.