Betterment LLC

Position in LMT — Lockheed Martin Corp

CIK 1633901 NEW YORK, NY

Position in LMT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$344,904

-$47,949 QoQ

Shares Held

677

+4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,034

of 2,765 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Betterment LLC holds $3,722,974 across 6 Aerospace & Defense names. LMT ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPCX	Space Exploration Technologies Corp	13,978	$2,388,281
2	RKLB	Rocket Lab Corp	4,464	$453,765
3	LMT	Lockheed Martin Corp This page	677	$344,904
4	BA	Boeing Co	1,115	$241,364
5	RTX	RTX Corp	1,259	$238,870
6	ACHR	Archer Aviation Inc.	11,795	$55,790

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$344,904	677	+4.2%	Shares	Sole	2026-08-14
2026-03-31	$392,853	650	-10.8%	Shares	Sole	2026-05-14
2025-12-31	$352,595	729	+24.8%	Shares	Sole	2026-02-12
2025-09-30	$291,538	584	+14.1%	Shares	Sole	2025-11-13
2025-06-30	$237,127	512	+1.8%	Shares	Sole	2025-08-14
2025-03-31	$224,695	503	-60.4%	Shares	Sole	2025-05-15
2024-12-31	$616,657	1,269	-11.3%	Shares	Sole	2025-02-14
2024-09-30	$836,505	1,431	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$667,485	1,429	-0.1%	Shares	Sole	2024-08-14
2024-03-31	$650,464	1,430	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.