IFP Advisors, Inc

Position in LMT — Lockheed Martin Corp

CIK 1641866 TAMPA, FL

Position in LMT

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

Position Value

$5,263,740

-$2,274,212 QoQ

Shares Held

10,332

-17.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#80

of 650 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

IFP Advisors, Inc holds $51,855,534 across 60 Aerospace & Defense names. LMT ranks #4 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	60,470	$11,472,973
2	SPCX	Space Exploration Technologies Corp	52,736	$9,010,472
3	GE	General Electric Co	16,824	$6,287,633
4	LMT	Lockheed Martin Corp This page	10,332	$5,263,740
5	GD	General Dynamics Corp	9,097	$3,222,521
6	BA	Boeing Co	11,970	$2,591,145
7	TDG	TransDigm Group INC	1,781	$2,372,363
8	NOC	Northrop Grumman Corp /De/	4,288	$2,183,921

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,263,740	10,332	-17.2%	Shares	Sole	2026-07-20
2026-03-31	$7,537,952	12,472	+2.3%	Shares	Sole	2026-04-13
2025-12-31	$5,894,969	12,188	+13.5%	Shares	Sole	2026-02-06
2025-09-30	$5,361,515	10,740	-4.3%	Shares	Sole	2026-02-06
2025-06-30	$5,198,283	11,224	-0.6%	Shares	Sole	2025-07-24
2025-03-31	$5,045,589	11,295	+28.4%	Shares	Sole	2025-05-05
2024-12-31	$4,273,356	8,794	+11.8%	Shares	Sole	2025-02-04
2024-09-30	$4,599,318	7,868	-8.6%	Shares	Sole	2025-02-04
2024-06-30	$4,019,862	8,606	+65.9%	Shares	Sole	2024-07-30
2024-03-31	$2,359,865	5,188	-31.8%	Shares	Sole	2024-07-30
2023-12-31	$3,448,249	7,608	-6.2%	Shares	Sole	2024-01-09
2023-09-30	$3,317,483	8,112	+11.2%	Shares	Sole	2023-10-12
2023-06-30	$3,358,011	7,294	-8.9%	Shares	Sole	2023-08-14
2023-03-31	$3,783,730	8,004	-42.5%	Shares	Sole	2023-04-18
2022-12-31	$6,769,021	13,914	-0.7%	Shares	Sole	2023-02-07
2022-09-30	$5,411,536	14,009	+5.3%	Shares	Sole	2022-11-08
2022-06-30	$5,721,907	13,308	0.0%	Shares	Sole	2022-09-06
2022-03-31	$5,874,151	13,308	+55.8%	Shares	Sole	2022-09-06
2021-12-31	$3,036,623	8,544	+7.6%	Shares	Sole	2022-01-12
2021-09-30	$2,739,058	7,937	+26.5%	Shares	Sole	2021-10-06
2021-06-30	$2,373,011	6,272	-15.7%	Shares	Sole	2021-07-13
2021-03-31	$2,750,558	7,444	+12.3%	Shares	Sole	2021-04-30
2020-12-31	$2,353,162	6,629	+12.1%	Shares	Sole	2021-01-25
2020-09-30	$2,267,101	5,915	+2.7%	Shares	Sole	2020-10-29
2020-06-30	$2,100,844	5,757	-0.4%	Shares	Sole	2020-08-05
2020-03-31	$1,959,469	5,781	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.