Sowell Financial Services LLC

Position in LMT — Lockheed Martin Corp

CIK 1633697 NORTH LITTLE ROCK, AR

Position in LMT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,519,859

-$461,862 QoQ

Shares Held

6,909

+4.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#725

of 2,760 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Sowell Financial Services LLC holds $37,673,937 across 20 Aerospace & Defense names. LMT ranks #6 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	32,447	$7,023,802
2	WWD	Woodward, Inc.	12,514	$5,323,956
3	GE	General Electric Co	13,158	$4,917,539
4	AXON	Axon Enterprise, Inc.	8,133	$4,559,441
5	RTX	RTX Corp	23,282	$4,417,293
6	LMT	Lockheed Martin Corp This page	6,909	$3,519,859
7	GD	General Dynamics Corp	3,492	$1,237,006
8	NOC	Northrop Grumman Corp /De/	2,319	$1,181,089

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,519,859	6,909	+4.9%	Shares	Sole	2026-07-20
2026-03-31	$3,981,721	6,588	+20.4%	Shares	Sole	2026-04-20
2025-12-31	$2,646,158	5,471	+5.6%	Shares	Sole	2026-01-21
2025-09-30	$2,585,408	5,179	+8.5%	Shares	Sole	2025-10-17
2025-06-30	$2,211,030	4,774	+1.5%	Shares	Sole	2025-07-14
2025-03-31	$2,100,430	4,702	+59.9%	Shares	Sole	2025-04-17
2023-03-31	$1,389,826	2,940	-68.6%	Shares	Sole	2023-05-12
2021-03-31	$3,459,259	9,362	+30.1%	Shares	Sole	2021-05-07
2020-12-31	$2,554,436	7,196	+1.0%	Shares	Sole	2021-01-13
2020-09-30	$2,730,870	7,125	+1.6%	Shares	Sole	2020-11-12
2020-06-30	$2,559,183	7,013	-17.2%	Shares	Sole	2020-08-13
2020-03-31	$2,872,262	8,474	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.