Capital Advantage, Inc.

Position in LMT — Lockheed Martin Corp

CIK 1628896 Walnut Creek, CA

Position in LMT

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$300,071

-$57,727 QoQ

Shares Held

589

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#2,136

of 2,765 holders

Holding Since

Jun 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Capital Advantage, Inc. holds $4,947,744 across 5 Aerospace & Defense names. LMT ranks #5 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOC	Northrop Grumman Corp /De/	5,201	$2,648,921
2	RTX	RTX Corp	5,398	$1,024,162
3	GE	General Electric Co	1,341	$501,171
4	BA	Boeing Co	2,187	$473,419
5	LMT	Lockheed Martin Corp This page	589	$300,071

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$300,071	589	-0.5%	Shares	Sole	2026-07-13
2026-03-31	$357,798	592	0.0%	Shares	Sole	2026-04-13
2025-12-31	$286,332	592	+2.8%	Shares	Sole	2026-01-07
2025-09-30	$287,544	576	-4.8%	Shares	Sole	2025-10-22
2025-06-30	$280,199	605	-8.6%	Shares	Sole	2025-07-11
2025-03-31	$295,722	662	0.0%	Shares	Sole	2025-04-10
2024-12-31	$321,692	662	-49.7%	Shares	Sole	2025-02-14
2020-12-31	$467,153	1,316	0.0%	Shares	Sole	2021-02-17
2020-09-30	$504,396	1,316	-46.3%	Shares	Sole	2020-11-12
2020-06-30	$894,054	2,450	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.