Wolff Financial Management LLC

Position in LMT — Lockheed Martin Corp

CIK 1767940 KALAMAZOO, MI

Position in LMT

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

Position Value

$501,308

-$93,411 QoQ

Shares Held

984

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#1,767

of 2,765 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Wolff Financial Management LLC holds $1,779,138 across 3 Aerospace & Defense names. LMT ranks #2 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	4,937	$936,697
2	LMT	Lockheed Martin Corp This page	984	$501,308
3	GD	General Dynamics Corp	963	$341,133

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$501,308	984	0.0%	Shares	Sole	2026-07-16
2026-03-31	$594,719	984	+0.1%	Shares	Sole	2026-04-15
2025-12-31	$475,447	983	0.0%	Shares	Sole	2026-02-06
2025-09-30	$490,723	983	-0.3%	Shares	Sole	2025-10-20
2025-06-30	$456,656	986	-21.9%	Shares	Sole	2025-07-09
2025-03-31	$563,748	1,262	0.0%	Shares	Sole	2025-04-24
2024-12-31	$613,256	1,262	0.0%	Shares	Sole	2025-01-21
2024-09-30	$737,714	1,262	+0.1%	Shares	Sole	2024-10-24
2024-03-31	$573,591	1,261	0.0%	Shares	Sole	2024-04-24
2023-12-31	$571,535	1,261	0.0%	Shares	Sole	2024-01-25
2023-09-30	$515,698	1,261	-1.3%	Shares	Sole	2023-10-30
2023-03-31	$604,148	1,278	-1.3%	Shares	Sole	2023-05-01
2022-12-31	$630,004	1,295	+0.1%	Shares	Sole	2023-02-06
2022-09-30	$499,859	1,294	-2.6%	Shares	Sole	2022-10-31
2022-06-30	$571,416	1,329	0.0%	Shares	Sole	2022-08-05
2022-03-31	$586,620	1,329	0.0%	Shares	Sole	2022-05-03
2021-12-31	$472,339	1,329	-0.9%	Shares	Sole	2022-02-08
2021-03-31	$495,499	1,341	+7.1%	Shares	Sole	2021-05-13
2020-12-31	$444,434	1,252	+0.1%	Shares	Sole	2021-01-21
2020-09-30	$479,483	1,251	+18.0%	Shares	Sole	2020-10-23
2020-06-30	$386,815	1,060	+3.7%	Shares	Sole	2020-07-21
2020-03-31	$346,406	1,022	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.