Circle Wealth Management, LLC

Position in LMT — Lockheed Martin Corp

CIK 1578242 SUMMIT, NJ

Position in LMT

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

Position Value

$391,265

-$59,005 QoQ

Shares Held

768

+3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,954

of 2,776 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Circle Wealth Management, LLC holds $19,782,403 across 5 Aerospace & Defense names. LMT ranks #4 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	69,555	$13,196,670
2	SPCX	Space Exploration Technologies Corp	27,336	$4,670,628
3	TDG	TransDigm Group INC	943	$1,256,113
4	LMT	Lockheed Martin Corp This page	768	$391,265
5	HONA	Honeywell Aerospace Inc.	1,211	$267,727

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$391,265	768	+3.1%	Shares	Sole	2026-08-12
2026-03-31	$450,270	745	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.