EP Wealth Advisors, LLC

Position in LMT — Lockheed Martin Corp

CIK 1540569 TORRANCE, CA

Position in LMT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$18,636,046

+$6,568,796 QoQ

Shares Held

36,580

+83.2% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#253

of 2,767 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 54% Shared 0% None 46%

Industrials · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $162,361,459 across 21 Aerospace & Defense names. LMT ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	213,999	$40,602,030
2	HONA	Honeywell Aerospace Inc.	170,113	$37,608,582
3	LMT	Lockheed Martin Corp This page	36,580	$18,636,046
4	GE	General Electric Co	45,321	$16,937,817
5	NOC	Northrop Grumman Corp /De/	22,630	$11,525,685
6	GD	General Dynamics Corp	19,229	$6,811,680
7	BA	Boeing Co	31,184	$6,750,400
8	LHX	L3harris Technologies, Inc. /De/	21,252	$6,175,618

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,636,046	36,580	+83.2%	Shares	Sole	2026-08-12
2026-03-31	$12,067,250	19,966	-4.0%	Shares	Sole	2026-05-14
2025-12-31	$10,062,754	20,805	+15.1%	Shares	Sole	2026-02-18
2025-06-30	$8,372,181	18,077	+1.0%	Shares	Sole	2025-08-14
2025-03-31	$7,992,982	17,893	+0.4%	Shares	Sole	2025-05-15
2024-12-31	$8,658,478	17,818	+14.0%	Shares	Sole	2025-02-14
2024-09-30	$9,139,011	15,634	+21.3%	Shares	Sole	2024-11-15
2024-06-30	$6,019,050	12,886	+10.2%	Shares	Sole	2024-08-19
2024-03-31	$5,319,704	11,695	-0.1%	Shares	Sole	2024-05-14
2023-12-31	$5,306,533	11,708	-3.3%	Shares	Sole	2024-02-28
2023-09-30	$4,950,051	12,104	-10.5%	Shares	Sole	2023-11-24
2023-06-30	$6,226,639	13,525	-46.9%	Shares	Sole	2023-08-14
2023-03-31	$12,033,342	25,455	+88.5%	Shares	Sole	2023-06-05
2022-12-31	$6,570,047	13,505	+14.8%	Shares	Sole	2023-06-12
2022-09-30	$4,543,542	11,762	+130.8%	Shares	Sole	2022-12-02
2022-06-30	$2,191,506	5,097	+0.7%	Shares	Sole	2022-08-11
2022-03-31	$2,234,808	5,063	+9.6%	Shares	Sole	2022-05-20
2021-12-31	$1,641,638	4,619	+2.7%	Shares	Sole	2022-02-17
2021-09-30	$1,552,259	4,498	+5.0%	Shares	Sole	2021-11-23
2021-06-30	$1,620,094	4,282	+8.0%	Shares	Sole	2021-08-24
2021-03-31	$1,464,328	3,963	+8.6%	Shares	Sole	2021-05-17
2020-12-31	$1,295,322	3,649	+8.8%	Shares	Sole	2021-02-18
2020-09-30	$1,285,521	3,354	-15.6%	Shares	Sole	2020-11-17
2020-06-30	$1,449,462	3,972	+1.7%	Shares	Sole	2020-08-14
2020-03-31	$1,323,599	3,905	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.