MONOGRAPH WEALTH ADVISORS, LLC

Position in LMT — Lockheed Martin Corp

CIK 1776588 MANHATTAN BEACH, CA

Position in LMT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$496,723

-$62,337 QoQ

Shares Held

975

+5.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,778

of 2,776 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

MONOGRAPH WEALTH ADVISORS, LLC holds $586,266 across 2 Aerospace & Defense names. LMT ranks #1 (84.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LMT	Lockheed Martin Corp This page	975	$496,723
2	ACHR	Archer Aviation Inc.	18,931	$89,543

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$496,723	975	+5.4%	Shares	Sole	2026-08-14
2026-03-31	$559,060	925	0.0%	Shares	Sole	2026-05-13
2025-12-31	$447,394	925	0.0%	Shares	Sole	2026-02-13
2025-09-30	$461,769	925	0.0%	Shares	Sole	2025-11-14
2025-06-30	$428,404	925	+0.8%	Shares	Sole	2025-08-14
2025-03-31	$410,079	918	+0.8%	Shares	Sole	2025-05-15
2024-12-31	$442,691	911	+0.7%	Shares	Sole	2025-02-18
2024-09-30	$529,026	905	-21.3%	Shares	Sole	2024-11-14
2024-06-30	$537,165	1,150	+0.5%	Shares	Sole	2024-08-15
2024-03-31	$520,371	1,144	-46.7%	Shares	Sole	2024-05-15
2023-12-31	$973,106	2,147	+0.8%	Shares	Sole	2024-02-15
2023-09-30	$871,084	2,130	+22.3%	Shares	Sole	2023-11-16
2023-06-30	$801,981	1,742	+0.6%	Shares	Sole	2023-08-14
2023-03-31	$818,295	1,731	-7.4%	Shares	Sole	2023-05-10
2022-12-31	$909,736	1,870	+10.1%	Shares	Sole	2023-02-15
2022-06-30	$730,502	1,699	-2.7%	Shares	Sole	2022-08-10
2022-03-31	$770,684	1,746	+2.8%	Shares	Sole	2022-05-13
2021-12-31	$603,841	1,699	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.