LIBERTY WEALTH MANAGEMENT LLC

Position in LMT — Lockheed Martin Corp

CIK 1769302 OAKLAND, CA

Position in LMT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$788,134

-$146,857 QoQ

Shares Held

1,547

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,464

of 2,765 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

LIBERTY WEALTH MANAGEMENT LLC holds $2,580,743 across 5 Aerospace & Defense names. LMT ranks #1 (30.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	1,547	$788,134
2	RTX	RTX Corp	3,730	$707,692
3	GE	General Electric Co	1,421	$531,070
4	BA	Boeing Co	1,848	$400,036
5	NOC	Northrop Grumman Corp /De/	302	$153,811

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$788,134	1,547	0.0%	Shares	Sole	2026-08-06
2026-03-31	$934,991	1,547	-1.1%	Shares	Sole	2026-05-12
2025-12-31	$756,459	1,564	+0.6%	Shares	Sole	2026-02-04
2025-09-30	$776,271	1,555	-0.8%	Shares	Sole	2025-10-31
2025-06-30	$725,740	1,567	+1.2%	Shares	Sole	2025-08-01
2025-03-31	$691,507	1,548	+1.3%	Shares	Sole	2025-05-12
2024-12-31	$742,516	1,528	-2.1%	Shares	Sole	2025-02-10
2024-09-30	$911,913	1,560	-88.2%	Shares	Sole	2024-11-04
2024-06-30	$729	13,213	+780.9%	Shares	Sole	2024-08-07
2024-03-31	$682,305	1,500	-2.3%	Shares	Sole	2024-05-03
2023-12-31	$695,723	1,535	+4.4%	Shares	Sole	2024-02-09
2023-09-30	$601,580	1,471	+0.5%	Shares	Sole	2023-11-13
2023-06-30	$673,996	1,464	-0.7%	Shares	Sole	2023-08-10
2023-03-31	$696,804	1,474	-62.4%	Shares	Sole	2023-05-03
2022-09-30	$1,513,869	3,919	+991.6%	Shares	Sole	2022-11-15
2021-09-30	$123,890	359	+101.7%	Shares	Sole	2021-11-15
2021-06-30	$67,346	178	-9.6%	Shares	Sole	2021-08-13
2021-03-31	$72,791	197	0.0%	Shares	Sole	2021-05-17
2020-12-31	$69,931	197	-38.4%	Shares	Sole	2021-02-09
2020-09-30	$122,649	320	-5.6%	Shares	Sole	2020-11-05
2020-06-30	$123,707	339	+33.5%	Shares	Sole	2020-08-04
2020-03-31	$86,093	254	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.