WealthPLAN Partners, LLC

Position in LMT — Lockheed Martin Corp

CIK 1639943 OMAHA, NE

Position in LMT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$782,020

-$1,218,510 QoQ

Shares Held

1,535

-53.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,474

of 2,767 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

WealthPLAN Partners, LLC holds $2,283,833 across 4 Aerospace & Defense names. LMT ranks #2 (34.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	2,188	$817,721
2	LMT	Lockheed Martin Corp This page	1,535	$782,020
3	BA	Boeing Co	1,615	$349,599
4	RTX	RTX Corp	1,763	$334,493

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$782,020	1,535	-53.6%	Shares	Sole	2026-07-28
2026-03-31	$2,000,530	3,310	-30.3%	Shares	Sole	2026-04-29
2025-12-31	$2,296,948	4,749	-6.0%	Shares	Other	2026-02-12
2025-09-30	$2,521,509	5,051	-2.1%	Shares	Sole	2025-10-27
2025-06-30	$2,388,875	5,158	-24.7%	Shares	Sole	2025-07-28
2025-03-31	$3,060,409	6,851	-2.1%	Shares	Sole	2025-05-12
2024-12-31	$3,401,093	6,999	-14.0%	Shares	Sole	2025-01-30
2024-09-30	$4,757,148	8,138	-26.8%	Shares	Sole	2024-11-05
2024-06-30	$5,191,348	11,114	+6.4%	Shares	Sole	2024-08-09
2024-03-31	$4,752,481	10,448	+2.8%	Shares	Sole	2024-05-07
2023-12-31	$4,605,371	10,161	-0.7%	Shares	Sole	2024-01-05
2023-09-30	$4,183,660	10,230	+39.8%	Shares	Other	2023-11-02
2023-06-30	$3,368,600	7,317	-41.8%	Shares	Sole	2023-07-31
2023-03-31	$5,944,106	12,574	-47.6%	Shares	Other	2023-05-10
2022-12-31	$11,670,894	23,990	-15.4%	Shares	Other	2023-02-16
2022-03-31	$12,519,427	28,363	-5.5%	Shares	Other	2022-05-03
2021-12-31	$10,662,299	30,000	-0.2%	Shares	Sole	2022-02-01
2021-09-30	$10,374,395	30,062	-0.2%	Shares	Other	2021-12-09
2021-06-30	$11,398,549	30,127	+38.4%	Shares	Other	2021-08-19
2021-03-31	$8,041,797	21,764	+228.4%	Shares	Other	2021-05-11
2020-12-31	$2,352,452	6,627	+131.2%	Shares	Other	2021-02-09
2020-09-30	$1,098,480	2,866	+3.2%	Shares	Other	2020-12-18
2020-06-30	$1,013,747	2,778	-6.0%	Shares	Other	2020-08-19
2020-03-31	$1,001,258	2,954	—	Shares	Other	2020-05-15
No filing history on record for this holder in this stock.