Keudell/Morrison Wealth Management

Position in LMT — Lockheed Martin Corp

CIK 1785498 Salem, OR

Position in LMT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$957,275

-$75,023 QoQ

Shares Held

1,879

+10.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#172

of 438 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $6,818,087 across 5 Aerospace & Defense names. LMT ranks #4 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	16,926	$3,211,369
2	LHX	L3harris Technologies, Inc. /De/	4,531	$1,316,663
3	BA	Boeing Co	4,684	$1,013,945
4	LMT	Lockheed Martin Corp This page	1,879	$957,275
5	HONA	Honeywell Aerospace Inc.	1,444	$318,835

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$957,275	1,879	+10.0%	Shares	Sole	2026-07-15
2026-03-31	$1,032,298	1,708	-0.3%	Shares	Sole	2026-04-20
2025-12-31	$828,526	1,713	-3.2%	Shares	Sole	2026-02-06
2025-06-30	$819,757	1,770	+3.3%	Shares	Sole	2025-07-22
2025-03-31	$765,214	1,713	+2.6%	Shares	Sole	2025-04-23
2024-12-31	$811,519	1,670	-3.7%	Shares	Sole	2025-01-23
2024-09-30	$1,014,211	1,735	-0.2%	Shares	Sole	2024-10-31
2024-06-30	$812,286	1,739	+0.1%	Shares	Sole	2024-07-16
2024-03-31	$790,564	1,738	+4.5%	Shares	Sole	2024-05-07
2023-12-31	$753,738	1,663	-2.3%	Shares	Sole	2024-02-14
2023-09-30	$696,049	1,702	+3.3%	Shares	Sole	2023-10-18
2023-06-30	$758,245	1,647	+0.2%	Shares	Sole	2023-07-20
2023-03-31	$776,695	1,643	+1.5%	Shares	Sole	2023-04-18
2022-12-31	$787,627	1,619	-1.5%	Shares	Sole	2023-01-20
2022-09-30	$634,674	1,643	+5.1%	Shares	Sole	2022-10-12
2022-06-30	$672,457	1,564	-0.6%	Shares	Sole	2022-07-18
2022-03-31	$694,322	1,573	-17.0%	Shares	Sole	2022-04-18
2021-12-31	$673,501	1,895	+41.7%	Shares	Sole	2022-02-08
2021-09-30	$461,398	1,337	+28.3%	Shares	Sole	2021-12-08
2021-06-30	$394,240	1,042	+62.3%	Shares	Sole	2021-07-13
2021-03-31	$237,219	642	—	Shares	Sole	2021-04-13
No filing history on record for this holder in this stock.