Modera Wealth Management, LLC

Position in LMT — Lockheed Martin Corp

CIK 1542143 WESTWOOD, NJ

Position in LMT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$16,001,629

-$3,119,457 QoQ

Shares Held

31,409

-0.7% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#285

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

Modera Wealth Management, LLC holds $41,720,205 across 10 Aerospace & Defense names. LMT ranks #1 (38.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	31,409	$16,001,629
2	RTX	RTX Corp	55,554	$10,540,260
3	NOC	Northrop Grumman Corp /De/	7,982	$4,065,312
4	GE	General Electric Co	9,865	$3,686,846
5	GD	General Dynamics Corp	9,673	$3,426,563
6	HONA	Honeywell Aerospace Inc.	5,326	$1,177,472
7	LHX	L3harris Technologies, Inc. /De/	3,883	$1,128,360
8	BA	Boeing Co	4,470	$967,620

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,001,629	31,409	-0.7%	Shares	Sole	2026-08-03
2026-03-31	$19,121,086	31,637	-2.4%	Shares	Sole	2026-05-06
2025-12-31	$15,673,326	32,405	+1.0%	Shares	Sole	2026-01-21
2025-09-30	$16,010,163	32,071	-0.8%	Shares	Sole	2025-10-31
2025-06-30	$14,974,705	32,333	+3.1%	Shares	Sole	2025-08-06
2025-03-31	$14,009,719	31,362	-4.0%	Shares	Sole	2025-05-08
2024-12-31	$15,875,659	32,670	-8.0%	Shares	Sole	2025-02-06
2024-09-30	$20,767,078	35,526	-16.0%	Shares	Sole	2024-10-24
2024-06-30	$19,756,461	42,296	+0.3%	Shares	Sole	2024-07-29
2024-03-31	$19,188,236	42,184	+0.8%	Shares	Sole	2024-05-14
2023-12-31	$18,962,201	41,837	-1.5%	Shares	Sole	2024-02-14
2023-09-30	$17,367,304	42,467	+4.1%	Shares	Sole	2023-11-30
2023-06-30	$18,787,647	40,809	+356.0%	Shares	Sole	2023-08-07
2023-03-31	$4,230,460	8,949	-2.1%	Shares	Sole	2023-05-05
2022-12-31	$4,447,491	9,142	+0.0%	Shares	Sole	2023-02-07
2022-09-30	$3,531,076	9,141	+0.4%	Shares	Sole	2022-11-01
2022-06-30	$3,913,065	9,101	+22.6%	Shares	Sole	2022-07-27
2022-03-31	$3,277,395	7,425	-0.8%	Shares	Sole	2022-05-03
2021-12-31	$2,660,954	7,487	+87.6%	Shares	Sole	2022-02-04
2021-09-30	$1,377,294	3,991	-0.5%	Shares	Sole	2021-11-04
2021-06-30	$1,518,318	4,013	+0.5%	Shares	Sole	2021-08-02
2021-03-31	$1,476,152	3,995	-5.5%	Shares	Sole	2021-04-29
2020-12-31	$1,500,145	4,226	+3.2%	Shares	Sole	2021-02-11
2020-09-30	$1,569,531	4,095	+0.1%	Shares	Sole	2020-11-12
2020-06-30	$1,493,252	4,092	-0.6%	Shares	Sole	2020-08-12
2020-03-31	$1,395,457	4,117	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.