SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in LMT — Lockheed Martin Corp
CIK 1794153
MINNEAPOLIS, MN
Position in LMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$246,578
-$45,946 QoQ
Shares Held
484
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,284
of 2,767 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $2,415,254 across 3 Aerospace & Defense names. LMT ranks #3 (10.2% of the industry book) .
All Filings in LMT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,578 | 484 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $292,524 | 484 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $233,128 | 482 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $233,630 | 468 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $217,212 | 469 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $205,486 | 460 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $223,532 | 460 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $216,287 | 370 | Shares | Sole | 2024-11-08 | |
| 2023-12-31 | $308,203 | 680 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $274,003 | 670 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $310,756 | 675 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $214,619 | 454 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $219,893 | 452 | Shares | Sole | 2023-02-09 | |
| 2021-09-30 | $208,785 | 605 | Shares | Sole | 2021-10-21 | |
| No filing history on record for this holder in this stock. | ||||||