BRANDYWINE OAK PRIVATE WEALTH LLC

Position in LMT — Lockheed Martin Corp

CIK 1764694 Kennett Square, PA

Position in LMT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,592,571

-$319,718 QoQ

Shares Held

3,126

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#1,076

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

BRANDYWINE OAK PRIVATE WEALTH LLC holds $5,535,131 across 6 Aerospace & Defense names. LMT ranks #1 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	3,126	$1,592,571
2	GE	General Electric Co	3,941	$1,472,869
3	RTX	RTX Corp	5,826	$1,105,366
4	GD	General Dynamics Corp	2,237	$792,434
5	BA	Boeing Co	1,423	$308,036
6	LHX	L3harris Technologies, Inc. /De/	908	$263,855

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,592,571	3,126	-1.2%	Shares	Sole	2026-07-16
2026-03-31	$1,912,289	3,164	-8.5%	Shares	Sole	2026-04-20
2025-12-31	$1,673,014	3,459	-0.2%	Shares	Sole	2026-02-03
2025-09-30	$1,730,261	3,466	-4.1%	Shares	Sole	2025-10-30
2025-06-30	$1,673,787	3,614	+11.0%	Shares	Sole	2025-07-24
2025-03-31	$1,454,934	3,257	-2.1%	Shares	Sole	2025-05-07
2024-12-31	$1,616,722	3,327	-0.4%	Shares	Sole	2025-01-27
2024-09-30	$1,951,845	3,339	+0.8%	Shares	Sole	2024-11-07
2024-06-30	$1,547,035	3,312	-1.0%	Shares	Sole	2024-07-30
2024-03-31	$1,521,085	3,344	-0.4%	Shares	Sole	2024-05-07
2023-12-31	$1,522,433	3,359	0.0%	Shares	Sole	2024-02-05
2023-09-30	$1,373,696	3,359	-2.9%	Shares	Sole	2023-11-14
2023-06-30	$1,591,994	3,458	-3.7%	Shares	Sole	2023-08-11
2023-03-31	$1,698,046	3,592	-8.9%	Shares	Sole	2023-05-10
2022-12-31	$1,917,743	3,942	-6.8%	Shares	Sole	2023-02-06
2022-09-30	$1,633,234	4,228	+11.5%	Shares	Sole	2022-11-14
2022-06-30	$1,629,978	3,791	0.0%	Shares	Sole	2022-07-22
2022-03-31	$1,673,347	3,791	-10.8%	Shares	Sole	2022-05-02
2021-12-31	$1,510,492	4,250	-7.3%	Shares	Sole	2022-02-07
2021-09-30	$1,581,593	4,583	-7.3%	Shares	Sole	2021-10-18
2021-06-30	$1,869,805	4,942	+9.0%	Shares	Sole	2021-08-09
2021-03-31	$1,676,052	4,536	+3.0%	Shares	Sole	2021-05-06
2020-12-31	$1,562,621	4,402	+0.8%	Shares	Sole	2021-02-08
2020-09-30	$1,673,783	4,367	-1.8%	Shares	Sole	2020-10-16
2020-06-30	$1,623,164	4,448	+1.3%	Shares	Sole	2020-08-06
2020-03-31	$1,487,990	4,390	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.