FORTEM FINANCIAL GROUP, LLC

Position in LMT — Lockheed Martin Corp

CIK 1766509 PALM DESERT, CA

Position in LMT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$503,346

+$239,832 QoQ

Shares Held

988

+126.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,761

of 2,767 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

FORTEM FINANCIAL GROUP, LLC holds $11,330,101 across 10 Aerospace & Defense names. LMT ranks #7 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HWM	Howmet Aerospace Inc.	15,262	$4,103,341
2	NOC	Northrop Grumman Corp /De/	3,461	$1,762,721
3	GE	General Electric Co	4,250	$1,588,352
4	SPCX	Space Exploration Technologies Corp	5,089	$869,506
5	GD	General Dynamics Corp	2,191	$776,139
6	LHX	L3harris Technologies, Inc. /De/	2,214	$643,366
7	LMT	Lockheed Martin Corp This page	988	$503,346
8	RTX	RTX Corp	2,038	$386,669

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$503,346	988	+126.6%	Shares	Sole	2026-07-20
2026-03-31	$263,514	436	-2.7%	Shares	Sole	2026-04-16
2025-12-31	$216,684	448	-66.8%	Shares	Sole	2026-02-04
2025-09-30	$673,933	1,350	-15.7%	Shares	Sole	2025-11-04
2025-06-30	$741,950	1,602	-10.6%	Shares	Sole	2025-08-12
2025-03-31	$800,504	1,792	-4.4%	Shares	Sole	2025-05-01
2024-12-31	$911,137	1,875	+2.3%	Shares	Sole	2025-01-06
2024-09-30	$1,070,913	1,832	+17.3%	Shares	Sole	2024-11-18
2024-06-30	$729,610	1,562	-1.8%	Shares	Sole	2024-08-02
2024-03-31	$723,698	1,591	+4.9%	Shares	Sole	2024-05-01
2023-12-31	$687,111	1,516	+47.3%	Shares	Sole	2024-02-13
2023-09-30	$420,819	1,029	+414.5%	Shares	Sole	2023-10-10
2020-12-31	$70,996	200	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.