KILEY JUERGENS WEALTH MANAGEMENT, LLC
Position in LMT — Lockheed Martin Corp
CIK 1723223
OLYMPIA, WA
Position in LMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,479,471
-$260,567 QoQ
Shares Held
2,904
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,110
of 2,767 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026KILEY JUERGENS WEALTH MANAGEMENT, LLC holds $12,412,579 across 9 Aerospace & Defense names. LMT ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
23,722 | $5,135,101 | |
| 2 | GE |
General Electric Co
|
5,157 | $1,927,325 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
2,904 | $1,479,471 | |
| 4 | RTX |
RTX Corp
|
6,736 | $1,278,021 | |
| 5 | GD |
General Dynamics Corp
|
2,125 | $752,760 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
2,832 | $626,098 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,135 | $578,066 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
1,864 | $318,483 |
All Filings in LMT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,479,471 | 2,904 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,740,038 | 2,879 | Shares | Sole | 2026-04-28 | |
| 2025-06-30 | $6,065,744 | 13,097 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||