AE Wealth Management LLC

Position in LMT — Lockheed Martin Corp

CIK 1697723 TOPEKA, KS

Position in LMT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,885,120

-$390,316 QoQ

Shares Held

7,626

+7.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#686

of 2,765 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

AE Wealth Management LLC holds $129,959,181 across 22 Aerospace & Defense names. LMT ranks #5 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	243,204	$46,143,054
2	GE	General Electric Co	108,708	$40,627,404
3	BWXT	BWX Technologies, Inc.	42,057	$8,186,368
4	BA	Boeing Co	21,298	$4,610,352
5	LMT	Lockheed Martin Corp This page	7,626	$3,885,120
6	GD	General Dynamics Corp	10,650	$3,772,640
7	TXT	Textron Inc	40,298	$3,696,510
8	NOC	Northrop Grumman Corp /De/	6,330	$3,223,915

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,885,120	7,626	+7.8%	Shares	Other	2026-08-03
2026-03-31	$4,275,436	7,074	+2.1%	Shares	Other	2026-05-13
2025-12-31	$3,351,819	6,930	+11.6%	Shares	Other	2026-01-26
2025-09-30	$3,099,076	6,208	+1.3%	Shares	Other	2025-11-03
2025-06-30	$2,839,035	6,130	-5.4%	Shares	Other	2025-08-06
2025-03-31	$2,893,778	6,478	-32.9%	Shares	Other	2025-05-06
2024-12-31	$4,691,742	9,655	-3.6%	Shares	Other	2025-02-13
2024-09-30	$5,853,777	10,014	-8.5%	Shares	Other	2024-11-14
2024-06-30	$5,111,469	10,943	+95.3%	Shares	Other	2024-08-12
2024-03-31	$2,548,631	5,603	-89.7%	Shares	Other	2024-05-15
2023-12-31	$24,702,033	54,501	+18.1%	Shares	Sole	2024-02-14
2023-09-30	$18,876,775	46,158	-9.0%	Shares	Sole	2023-10-11
2023-06-30	$23,345,869	50,710	-8.7%	Shares	Sole	2023-07-10
2023-03-31	$26,263,460	55,557	-8.1%	Shares	Sole	2023-04-14
2022-12-31	$29,417,077	60,468	+2.1%	Shares	Sole	2023-01-31
2022-09-30	$22,879,956	59,230	-15.8%	Shares	Sole	2022-10-25
2022-06-30	$30,258,005	70,374	+26.8%	Shares	Sole	2022-08-03
2022-03-31	$24,503,438	55,513	+5.4%	Shares	Sole	2022-04-18
2021-12-31	$18,725,486	52,687	+9.2%	Shares	Sole	2022-01-20
2021-09-30	$16,649,349	48,245	+8.2%	Shares	Sole	2021-11-01
2021-06-30	$16,877,815	44,609	+10.5%	Shares	Sole	2021-07-21
2021-03-31	$14,910,803	40,354	+1.3%	Shares	Sole	2021-04-27
2020-12-31	$14,144,533	39,846	+4.0%	Shares	Sole	2021-02-01
2020-09-30	$14,686,906	38,319	-0.9%	Shares	Sole	2020-11-06
2020-06-30	$14,105,982	38,655	+40.8%	Shares	Sole	2020-08-05
2020-03-31	$9,307,567	27,460	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.