Heritage Wealth Advisors

Position in LMT — Lockheed Martin Corp

CIK 1591122 RICHMOND, VA

Position in LMT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$25,473

-$23,482 QoQ

Shares Held

-38.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,657

of 2,766 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Heritage Wealth Advisors holds $62,030,573 across 12 Aerospace & Defense names. LMT ranks #8 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	312,800	$59,347,544
2	GE	General Electric Co	4,440	$1,659,361
3	GD	General Dynamics Corp	849	$300,749
4	HONA	Honeywell Aerospace Inc.	1,215	$268,612
5	BA	Boeing Co	1,193	$258,248
6	HEI	Heico Corp	300	$77,373
7	LHX	L3harris Technologies, Inc. /De/	150	$43,588
8	LMT	Lockheed Martin Corp This page	50	$25,473

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,473	50	-38.3%	Shares	Sole	2026-08-14
2026-03-31	$48,955	81	0.0%	Shares	Sole	2026-05-14
2025-12-31	$39,177	81	+62.0%	Shares	Sole	2026-02-13
2025-09-30	$24,960	50	0.0%	Shares	Sole	2025-11-13
2025-06-30	$23,157	50	0.0%	Shares	Sole	2025-08-11
2025-03-31	$22,335	50	-13.8%	Shares	Sole	2025-05-08
2024-12-31	$28,184	58	-84.9%	Shares	Sole	2025-02-12
2024-09-30	$223,886	383	-7.7%	Shares	Sole	2024-11-12
2023-03-31	$196,182	415	0.0%	Shares	Sole	2023-05-04
2022-06-30	$178,433	415	0.0%	Shares	Sole	2022-08-04
2022-03-31	$183,181	415	-21.1%	Shares	Sole	2022-05-11
2021-09-30	$181,522	526	-12.5%	Shares	Sole	2021-11-02
2021-03-31	$222,069	601	0.0%	Shares	Sole	2021-04-27
2020-12-31	$213,342	601	+0.2%	Shares	Sole	2021-02-01
2020-09-30	$229,968	600	+16.5%	Shares	Sole	2020-11-03
2020-06-30	$187,933	515	0.0%	Shares	Sole	2020-07-17
2020-03-31	$174,559	515	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.