LifeSteps Financial, Inc.

Position in LMT — Lockheed Martin Corp

CIK 1801373 CLAREMONT, CA

Position in LMT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$130,421

-$90,190 QoQ

Shares Held

256

-47.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,511

of 2,767 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $1,798,883 across 17 Aerospace & Defense names. LMT ranks #6 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	1,725	$644,684
2	BA	Boeing Co	1,039	$224,912
3	RTX	RTX Corp	878	$166,582
4	NOC	Northrop Grumman Corp /De/	305	$155,339
5	GD	General Dynamics Corp	392	$138,862
6	LMT	Lockheed Martin Corp This page	256	$130,421
7	SPCX	Space Exploration Technologies Corp	645	$110,204
8	HONA	Honeywell Aerospace Inc.	489	$107,971

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$130,421	256	-47.2%	Shares	Sole	2026-07-17
2024-03-31	$220,611	485	0.0%	Shares	Sole	2024-04-26
2023-12-31	$219,821	485	+14.4%	Shares	Sole	2024-01-19
2023-03-31	$200,437	424	0.0%	Shares	Sole	2023-04-12
2022-12-31	$206,271	424	-35.1%	Shares	Sole	2023-01-18
2021-09-30	$225,350	653	-14.8%	Shares	Sole	2021-10-06
2021-06-30	$289,816	766	-7.0%	Shares	Sole	2021-07-09
2021-03-31	$304,468	824	0.0%	Shares	Sole	2021-04-20
2020-12-31	$292,503	824	-9.5%	Shares	Sole	2021-01-25
2020-09-30	$348,784	910	0.0%	Shares	Sole	2020-10-21
2020-06-30	$332,077	910	0.0%	Shares	Sole	2020-08-05
2020-03-31	$308,444	910	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.