Principle Wealth Partners LLC

Position in LMT — Lockheed Martin Corp

CIK 1743413 MADISON, CT

Position in LMT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,776,117

-$788,236 QoQ

Shares Held

7,412

-1.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#693

of 2,760 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Principle Wealth Partners LLC holds $49,204,832 across 10 Aerospace & Defense names. LMT ranks #5 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	111,340	$21,124,538
2	GD	General Dynamics Corp	24,875	$8,811,720
3	BA	Boeing Co	19,594	$4,241,513
4	GE	General Electric Co	10,448	$3,904,731
5	LMT	Lockheed Martin Corp This page	7,412	$3,776,117
6	SPCX	Space Exploration Technologies Corp	22,016	$3,761,653
7	HONA	Honeywell Aerospace Inc.	8,231	$1,819,709
8	NOC	Northrop Grumman Corp /De/	2,172	$1,106,221

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,776,117	7,412	-1.9%	Shares	Sole	2026-08-07
2026-03-31	$4,564,353	7,552	+0.1%	Shares	Sole	2026-05-07
2025-12-31	$3,647,355	7,541	+3.6%	Shares	Sole	2026-02-06
2025-09-30	$3,632,251	7,276	-0.2%	Shares	Sole	2025-11-03
2025-06-30	$3,375,364	7,288	+1.1%	Shares	Sole	2025-07-30
2025-03-31	$3,220,332	7,209	-1.5%	Shares	Sole	2025-05-06
2024-12-31	$3,556,108	7,318	+1.9%	Shares	Sole	2025-01-29
2024-09-30	$4,197,140	7,180	+0.1%	Shares	Sole	2024-11-13
2024-06-30	$3,351,442	7,175	-1.2%	Shares	Sole	2024-08-13
2024-03-31	$3,304,630	7,265	+2.3%	Shares	Sole	2024-04-23
2023-12-31	$3,220,270	7,105	+0.2%	Shares	Sole	2024-02-05
2023-09-30	$2,899,935	7,091	+6.9%	Shares	Sole	2023-11-01
2023-06-30	$3,054,160	6,634	+0.0%	Shares	Sole	2023-07-31
2023-03-31	$3,135,618	6,633	+0.2%	Shares	Sole	2023-05-10
2022-12-31	$3,221,050	6,621	+0.0%	Shares	Sole	2023-02-02
2022-09-30	$2,557,239	6,620	+0.0%	Shares	Sole	2022-11-14
2022-06-30	$2,845,905	6,619	+3.6%	Shares	Sole	2022-08-02
2022-03-31	$2,820,104	6,389	+4.6%	Shares	Sole	2022-05-12
2021-12-31	$2,170,488	6,107	+9.2%	Shares	Sole	2022-02-11
2021-09-30	$1,930,489	5,594	+3.7%	Shares	Sole	2021-11-16
2021-06-30	$2,040,063	5,392	+5.9%	Shares	Sole	2021-08-13
2021-03-31	$1,881,124	5,091	+0.0%	Shares	Sole	2021-05-18
2020-12-31	$1,806,493	5,089	+69.9%	Shares	Sole	2021-02-16
2020-09-30	$1,147,923	2,995	-1.8%	Shares	Sole	2020-11-16
2020-06-30	$1,112,641	3,049	0.0%	Shares	Sole	2020-08-14
2020-03-31	$1,033,458	3,049	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.