Measured Wealth Private Client Group, LLC
Position in LMT — Lockheed Martin Corp
CIK 1720235
PORTSMOUTH, NH
Position in LMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$153,856
-$150,756 QoQ
Shares Held
302
-40.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,507
of 2,779 holders
Holding Since
Mar 2020
8 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, 2026Measured Wealth Private Client Group, LLC holds $2,299,210 across 11 Aerospace & Defense names. LMT ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXON |
Axon Enterprise, Inc.
|
1,000 | $560,610 | |
| 2 | RTX |
RTX Corp
|
2,467 | $468,063 | |
| 3 | SPCE |
Virgin Galactic Holdings, Inc
|
125,490 | $362,666 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
959 | $278,675 | |
| 5 | GD |
General Dynamics Corp
|
745 | $263,908 | |
| 6 | LMT |
Lockheed Martin Corp
This page
|
302 | $153,856 | |
| 7 | MOG-A |
Moog Inc.
|
173 | $73,324 | |
| 8 | GE |
General Electric Co
|
150 | $56,059 |
All Filings in LMT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,856 | 302 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $304,612 | 504 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $82,707 | 171 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $85,364 | 171 | Shares | Sole | 2025-11-14 | |
| 2020-12-31 | $248,131 | 699 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $342,652 | 894 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $389,369 | 1,067 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $209,810 | 619 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||