TCI Wealth Advisors, Inc.

Position in LMT — Lockheed Martin Corp

CIK 1583751 Tucson, AZ

Position in LMT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$990,390

-$146,467 QoQ

Shares Held

1,944

+3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,319

of 2,765 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

TCI Wealth Advisors, Inc. holds $11,233,827 across 6 Aerospace & Defense names. LMT ranks #5 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WWD	Woodward, Inc.	12,490	$5,313,745
2	HONA	Honeywell Aerospace Inc.	7,584	$1,674,547
3	GE	General Electric Co	4,112	$1,536,777
4	RTX	RTX Corp	6,799	$1,289,974
5	LMT	Lockheed Martin Corp This page	1,944	$990,390
6	BA	Boeing Co	1,979	$428,394

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$990,390	1,944	+3.3%	Shares	Sole	2026-07-29
2026-03-31	$1,136,857	1,881	-18.1%	Shares	Sole	2026-04-27
2025-12-31	$1,110,989	2,297	-0.0%	Shares	Sole	2026-02-02
2025-09-30	$1,147,184	2,298	-0.1%	Shares	Sole	2025-10-14
2025-06-30	$1,065,685	2,301	+53.8%	Shares	Sole	2025-07-16
2025-03-31	$668,278	1,496	-0.1%	Shares	Sole	2025-04-21
2024-12-31	$727,938	1,498	-18.2%	Shares	Sole	2025-01-23
2024-09-30	$1,070,913	1,832	-6.1%	Shares	Sole	2024-10-24
2024-06-30	$911,312	1,951	+0.8%	Shares	Sole	2024-07-30
2024-03-31	$880,628	1,936	-32.7%	Shares	Sole	2024-05-07
2023-12-31	$1,303,065	2,875	+62.9%	Shares	Sole	2024-02-06
2023-09-30	$721,814	1,765	+17.2%	Shares	Sole	2023-10-31
2023-06-30	$693,332	1,506	-0.3%	Shares	Sole	2023-08-04
2023-03-31	$714,295	1,511	-0.6%	Shares	Sole	2023-05-03
2022-12-31	$739,464	1,520	-0.8%	Shares	Sole	2023-02-07
2022-09-30	$591,796	1,532	-1.0%	Shares	Sole	2022-11-08
2022-06-30	$665,578	1,548	+4.7%	Shares	Sole	2022-07-19
2022-03-31	$652,389	1,478	-1.5%	Shares	Sole	2022-04-29
2021-12-31	$533,470	1,501	-0.7%	Shares	Sole	2022-01-24
2021-09-30	$521,791	1,512	-11.1%	Shares	Sole	2021-10-29
2021-06-30	$643,195	1,700	+0.7%	Shares	Sole	2021-08-02
2021-03-31	$624,085	1,689	-3.7%	Shares	Sole	2021-04-29
2020-12-31	$622,634	1,754	-44.7%	Shares	Sole	2021-01-21
2020-09-30	$1,216,530	3,174	+27.1%	Shares	Sole	2020-10-20
2020-06-30	$911,205	2,497	-3.0%	Shares	Sole	2020-07-20
2020-03-31	$872,796	2,575	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.