Sargent Investment Group, LLC

Position in LMT — Lockheed Martin Corp

CIK 1766157 BETHESDA, MD

Position in LMT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$541,046

-$100,816 QoQ

Shares Held

1,062

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,711

of 2,767 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sargent Investment Group, LLC holds $10,880,683 across 10 Aerospace & Defense names. LMT ranks #5 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	14,982	$5,599,222
2	NOC	Northrop Grumman Corp /De/	3,025	$1,540,662
3	HONA	Honeywell Aerospace Inc.	5,365	$1,186,094
4	ACHR	Archer Aviation Inc.	145,545	$688,427
5	LMT	Lockheed Martin Corp This page	1,062	$541,046
6	RTX	RTX Corp	1,740	$330,130
7	HWM	Howmet Aerospace Inc.	1,132	$304,349
8	HII	Huntington Ingalls Industries, Inc.	947	$265,055

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$541,046	1,062	0.0%	Shares	Sole	2026-08-11
2026-03-31	$641,862	1,062	+2.0%	Shares	Sole	2026-05-11
2025-12-31	$503,500	1,041	+2.1%	Shares	Sole	2026-02-13
2025-06-30	$472,402	1,020	-1.8%	Shares	Sole	2025-08-14
2025-03-31	$464,131	1,039	-0.9%	Shares	Sole	2025-05-05
2024-12-31	$509,265	1,048	+2.6%	Shares	Sole	2025-01-27
2024-09-30	$596,835	1,021	+0.2%	Shares	Sole	2024-11-06
2024-06-30	$475,974	1,019	+0.3%	Shares	Sole	2024-08-09
2024-03-31	$462,147	1,016	-16.2%	Shares	Sole	2024-05-10
2023-12-31	$549,780	1,213	+0.9%	Shares	Sole	2024-02-05
2023-09-30	$491,569	1,202	+0.7%	Shares	Sole	2023-11-13
2023-06-30	$549,693	1,194	+0.6%	Shares	Sole	2023-07-31
2023-03-31	$561,130	1,187	+0.8%	Shares	Sole	2023-05-02
2022-12-31	$573,085	1,178	+82.6%	Shares	Sole	2023-01-31
2020-12-31	$228,962	645	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.