MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in LMT — Lockheed Martin Corp
CIK 1607355
GLASTONBURY, CT
Position in LMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$824,815
-$153,692 QoQ
Shares Held
1,619
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,433
of 2,756 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $14,334,839 across 13 Aerospace & Defense names. LMT ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
39,816 | $7,554,289 | |
| 2 | GD |
General Dynamics Corp
|
8,216 | $2,910,435 | |
| 3 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
19,525 | $973,516 | |
| 4 | ATRO |
Astronics Corp
|
10,980 | $882,609 | |
| 5 | LMT |
Lockheed Martin Corp
This page
|
1,619 | $824,815 | |
| 6 | HEI |
Heico Corp
|
1,139 | $405,700 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
1,304 | $288,288 | |
| 8 | RCAT |
Red Cat Holdings, Inc.
|
23,250 | $247,612 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824,815 | 1,619 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $978,507 | 1,619 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $812,081 | 1,679 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $833,181 | 1,669 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,180,543 | 2,549 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,138,663 | 2,549 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,238,661 | 2,549 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,753,680 | 3,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,176,624 | 2,519 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,236,791 | 2,719 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,232,812 | 2,720 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,112,371 | 2,720 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,252,233 | 2,720 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,285,825 | 2,720 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,322,766 | 2,719 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,050,322 | 2,719 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,169,061 | 2,719 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,200,166 | 2,719 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,001,900 | 2,819 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $834,796 | 2,419 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $915,228 | 2,419 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $949,245 | 2,569 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,398,621 | 3,940 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,489,042 | 3,885 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,310,062 | 3,590 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,307,330 | 3,857 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||