RKL Wealth Management LLC

Position in LMT — Lockheed Martin Corp

CIK 1604723 LANCASTER, PA

Position in LMT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$453,419

-$98,389 QoQ

Shares Held

890

-2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,829

of 2,760 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

RKL Wealth Management LLC holds $8,443,384 across 6 Aerospace & Defense names. LMT ranks #6 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp	8,258	$2,925,313
2	LHX	L3harris Technologies, Inc. /De/	9,626	$2,797,219
3	HEI	Heico Corp	3,662	$1,128,741
4	RTX	RTX Corp	3,500	$664,055
5	GE	General Electric Co	1,270	$474,637
6	LMT	Lockheed Martin Corp This page	890	$453,419

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$453,419	890	-2.5%	Shares	Sole	2026-08-11
2026-03-31	$551,808	913	-7.0%	Shares	Sole	2026-04-24
2025-12-31	$474,963	982	-0.8%	Shares	Sole	2026-02-12
2025-09-30	$494,217	990	-34.4%	Shares	Sole	2025-11-12
2025-06-30	$698,415	1,508	-1.4%	Shares	Sole	2025-07-18
2025-03-31	$683,019	1,529	-4.1%	Shares	Sole	2025-04-28
2024-12-31	$775,074	1,595	-9.2%	Shares	Sole	2025-02-07
2024-09-30	$1,026,487	1,756	-8.8%	Shares	Sole	2024-11-01
2024-06-30	$899,167	1,925	-8.8%	Shares	Sole	2024-07-18
2024-03-31	$959,775	2,110	-2.1%	Shares	Sole	2024-05-08
2023-12-31	$976,732	2,155	+0.1%	Shares	Sole	2024-01-25
2023-09-30	$880,081	2,152	-4.4%	Shares	Sole	2023-11-06
2023-06-30	$1,036,775	2,252	-7.6%	Shares	Sole	2023-08-08
2023-03-31	$1,152,043	2,437	-6.7%	Shares	Sole	2023-05-02
2022-12-31	$1,270,225	2,611	-0.2%	Shares	Sole	2023-02-07
2022-09-30	$1,010,534	2,616	-2.1%	Shares	Sole	2022-11-14
2022-06-30	$1,148,853	2,672	+0.1%	Shares	Sole	2022-08-01
2022-03-31	$1,178,538	2,670	+1.4%	Shares	Sole	2022-05-10
2021-12-31	$936,149	2,634	-17.3%	Shares	Sole	2022-02-08
2021-09-30	$1,099,143	3,185	-7.9%	Shares	Sole	2021-11-15
2021-06-30	$1,308,712	3,459	-0.2%	Shares	Sole	2021-08-13
2021-03-31	$1,280,687	3,466	-7.2%	Shares	Sole	2021-05-10
2020-12-31	$1,326,205	3,736	-2.9%	Shares	Sole	2021-02-11
2020-09-30	$1,475,244	3,849	-9.6%	Shares	Sole	2020-11-09
2020-06-30	$1,554,194	4,259	-3.5%	Shares	Sole	2020-08-07
2020-03-31	$1,496,125	4,414	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.