Connecticut Wealth Management, LLC

Position in LMT — Lockheed Martin Corp

CIK 1689829 FARMINGTON, CT

Position in LMT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$263,390

-$50,288 QoQ

Shares Held

517

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,227

of 2,767 holders

Holding Since

Jun 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $37,213,778 across 8 Aerospace & Defense names. LMT ranks #8 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	150,342	$28,524,387
2	SPCX	Space Exploration Technologies Corp	18,159	$3,102,646
3	GE	General Electric Co	8,207	$3,067,202
4	HONA	Honeywell Aerospace Inc.	4,307	$950,985
5	HEI	Heico Corp	1,557	$554,587
6	GD	General Dynamics Corp	1,311	$464,408
7	BA	Boeing Co	1,322	$286,173
8	LMT	Lockheed Martin Corp This page	517	$263,390

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,390	517	-0.4%	Shares	Sole	2026-07-29
2026-03-31	$313,678	519	-40.5%	Shares	Sole	2026-05-01
2025-12-31	$422,243	873	+41.5%	Shares	Sole	2026-02-12
2025-09-30	$308,012	617	+8.1%	Shares	Sole	2025-11-13
2025-06-30	$264,452	571	+8.3%	Shares	Sole	2025-08-14
2024-12-31	$256,090	527	-22.0%	Shares	Sole	2025-02-18
2024-09-30	$395,162	676	-3.3%	Shares	Sole	2024-11-13
2024-06-30	$326,502	699	-5.4%	Shares	Sole	2024-08-13
2024-03-31	$336,148	739	-2.6%	Shares	Sole	2024-05-01
2023-12-31	$344,009	759	+19.2%	Shares	Sole	2024-02-06
2023-09-30	$260,507	637	+27.9%	Shares	Sole	2023-10-19
2023-03-31	$235,419	498	+4.8%	Shares	Sole	2023-04-18
2022-12-31	$231,082	475	-1.9%	Shares	Sole	2023-01-17
2022-06-30	$208,100	484	—	Shares	Sole	2022-07-12
No filing history on record for this holder in this stock.