Golden State Wealth Management, LLC
Position in LMT — Lockheed Martin Corp
CIK 1776033
SANTA ANA, CA
Position in LMT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,443,809
-$262,383 QoQ
Shares Held
2,834
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#576
of 1,688 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Golden State Wealth Management, LLC holds $13,719,250 across 27 Aerospace & Defense names. LMT ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
26,263 | $4,982,878 | |
| 2 | BA |
Boeing Co
|
8,642 | $1,870,733 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
2,834 | $1,443,809 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
6,632 | $1,133,143 | |
| 5 | GE |
General Electric Co
|
2,140 | $799,782 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
1,114 | $624,519 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,190 | $606,078 | |
| 8 | BWXT |
BWX Technologies, Inc.
|
3,100 | $603,415 |
All Filings in LMT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,443,809 | 2,834 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,706,192 | 2,823 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,347,988 | 2,787 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,387,803 | 2,780 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,314,391 | 2,838 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,159,659 | 2,596 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,330,503 | 2,738 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $1,268,583 | 2,874 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $1,273,078 | 3,582 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,775,884 | 5,146 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,396,847 | 6,335 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,986,432 | 5,376 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,052,139 | 5,781 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,221,490 | 5,796 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,215,794 | 6,072 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,381,560 | 4,076 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||