Focus Partners Wealth

Position in LMT — Lockheed Martin Corp

CIK 1542153 ST LOUIS, MO

Position in LMT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$149,529,712

+$37,854,179 QoQ

Shares Held

247,406

+7.2% QoQ

Ownership

0.107%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 49.130507052509934.ToString("F0")% Shared 1.814181006506356.ToString("F0")% None 49.05531194098371.ToString("F0")%

Industrials · as of Mar 31, 2026

Focus Partners Wealth holds $693,117,921 across 29 Aerospace & Defense names. LMT ranks #1 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	247,406	$149,529,712
2	GE	General Electric Co	383,574	$108,846,793
3	NOC	Northrop Grumman Corp /De/	112,225	$76,564,384
4	TDG	TransDigm Group INC	54,843	$63,560,843
5	BA	Boeing Co	302,095	$60,125,967
6	GD	General Dynamics Corp	134,424	$46,137,005
7	BWXT	BWX Technologies, Inc.	164,398	$33,617,747
8	LHX	L3harris Technologies, Inc. /De/	90,467	$31,224,685

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$149,529,712	247,406	+7.2%	Shares	Sole	2026-05-15
2025-12-31	$111,675,533	230,892	+74.4%	Shares	Sole	2026-02-13
2025-09-30	$66,090,411	132,390	+17.7%	Shares	Sole	2025-11-14
2025-06-30	$52,097,229	112,487	+0.5%	Shares	Sole	2025-08-14
2025-03-31	$50,011,418	111,955	-1.6%	Shares	Sole	2025-05-20
2024-12-31	$55,265,470	113,729	+8.5%	Shares	Sole	2025-05-29
2024-09-30	$61,248,443	104,777	+0.3%	Shares	Sole	2024-11-14
2024-06-30	$48,786,726	104,446	+638.7%	Shares	Sole	2024-08-15
2024-03-31	$6,431,406	14,139	+184.1%	Shares	Sole	2024-05-16
2023-12-31	$2,255,322	4,976	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.