Wealthcare Advisory Partners LLC
Position in LMT — Lockheed Martin Corp
CIK 1683059
WEST CHESTER, PA
Position in LMT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,625,966
-$1,803,800 QoQ
Shares Held
11,043
-10.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#558
of 2,767 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $24,879,312 across 16 Aerospace & Defense names. LMT ranks #1 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
11,043 | $5,625,966 | |
| 2 | GE |
General Electric Co
|
12,472 | $4,661,160 | |
| 3 | RTX |
RTX Corp
|
23,118 | $4,386,178 | |
| 4 | BA |
Boeing Co
|
13,479 | $2,917,799 | |
| 5 | GD |
General Dynamics Corp
|
6,585 | $2,332,670 | |
| 6 | RKLB |
Rocket Lab Corp
|
11,666 | $1,185,848 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,681 | $856,150 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
1,330 | $745,611 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,625,966 | 11,043 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $7,429,766 | 12,293 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $5,932,696 | 12,266 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,725,938 | 11,470 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,044,057 | 10,891 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,839,209 | 10,833 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,111,602 | 10,519 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,067,732 | 10,380 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,864,379 | 10,414 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,403,596 | 9,681 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,802,683 | 8,390 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,452,440 | 8,442 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,901,720 | 8,475 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $4,321,697 | 9,142 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,993,109 | 8,208 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,014,607 | 7,804 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,586,209 | 6,015 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,489,496 | 5,640 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $2,185,771 | 6,150 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,835,241 | 5,318 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,991,256 | 5,263 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,837,523 | 4,973 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,418,855 | 3,997 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,269,423 | 3,312 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,130,157 | 3,097 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,018,544 | 3,005 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||