Wealthquest Corp

Position in LMT — Lockheed Martin Corp

CIK 1632968 CINCINNATI, OH

Position in LMT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$249,125

-$11,971 QoQ

Shares Held

489

+13.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#713

of 901 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Wealthquest Corp holds $3,287,844 across 5 Aerospace & Defense names. LMT ranks #4 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	5,997	$2,241,258
2	WWD	Woodward, Inc.	828	$352,264
3	HONA	Honeywell Aerospace Inc.	1,452	$320,601
4	LMT	Lockheed Martin Corp This page	489	$249,125
5	CODA	Coda Octopus Group, Inc.	12,753	$124,596

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,125	489	+13.2%	Shares	Sole	2026-07-23
2026-03-31	$261,096	432	0.0%	Shares	Sole	2026-05-07
2025-12-31	$208,945	432	—	Shares	Sole	2026-02-09
No filing history on record for this holder in this stock.