Dougherty Wealth Advisers LLC

Position in LMT — Lockheed Martin Corp

CIK 1755933 WAYZATA, MN

Position in LMT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$235,370

-$43,858 QoQ

Shares Held

462

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#2,327

of 2,765 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Dougherty Wealth Advisers LLC holds $571,630 across 5 Aerospace & Defense names. LMT ranks #1 (41.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	462	$235,370
2	GD	General Dynamics Corp	373	$132,131
3	BA	Boeing Co	499	$108,018
4	SPCX	Space Exploration Technologies Corp	287	$49,036
5	LHX	L3harris Technologies, Inc. /De/	162	$47,075

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$235,370	462	0.0%	Shares	Sole	2026-07-22
2026-03-31	$279,228	462	0.0%	Shares	Sole	2026-04-21
2025-12-31	$223,455	462	0.0%	Shares	Sole	2026-01-29
2025-09-30	$230,635	462	0.0%	Shares	Sole	2025-10-14
2025-06-30	$213,970	462	0.0%	Shares	Sole	2025-07-22
2025-03-31	$206,380	462	0.0%	Shares	Sole	2025-04-25
2024-12-31	$224,504	462	0.0%	Shares	Sole	2025-01-24
2024-09-30	$270,066	462	0.0%	Shares	Sole	2024-10-30
2024-06-30	$215,800	462	0.0%	Shares	Sole	2024-07-11
2024-03-31	$210,149	462	0.0%	Shares	Sole	2024-04-26
2023-12-31	$209,396	462	0.0%	Shares	Sole	2024-01-22
2023-09-30	$188,939	462	0.0%	Shares	Sole	2023-10-25
2023-06-30	$212,695	462	0.0%	Shares	Sole	2023-08-03
2023-03-31	$218,401	462	0.0%	Shares	Sole	2023-04-14
2022-12-31	$224,758	462	0.0%	Shares	Sole	2023-01-19
2022-09-30	$178,465	462	0.0%	Shares	Sole	2022-10-13
2022-06-30	$198,641	462	0.0%	Shares	Sole	2022-07-19
2022-03-31	$203,926	462	0.0%	Shares	Sole	2022-04-29
2021-12-31	$164,199	462	0.0%	Shares	Sole	2022-01-27
2021-09-30	$159,436	462	0.0%	Shares	Sole	2021-11-02
2021-06-30	$174,797	462	0.0%	Shares	Sole	2021-08-05
2021-03-31	$170,709	462	-34.1%	Shares	Sole	2021-05-06
2020-12-31	$248,840	701	0.0%	Shares	Sole	2021-02-04
2020-09-30	$268,679	701	0.0%	Shares	Sole	2020-11-02
2020-06-30	$255,808	701	0.0%	Shares	Sole	2020-08-11
2020-03-31	$237,603	701	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.