CWS Financial Advisors, LLC

Position in LMT — Lockheed Martin Corp

CIK 1802459 KALAMAZOO, MI

Position in LMT

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

Position Value

$1,002,107

-$208,486 QoQ

Shares Held

1,967

-1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,310

of 2,767 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CWS Financial Advisors, LLC holds $2,772,826 across 6 Aerospace & Defense names. LMT ranks #1 (36.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	1,967	$1,002,107
2	GD	General Dynamics Corp	1,819	$644,362
3	BA	Boeing Co	1,520	$329,034
4	RTX	RTX Corp	1,562	$296,358
5	LHX	L3harris Technologies, Inc. /De/	915	$265,889
6	GE	General Electric Co	629	$235,076

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,002,107	1,967	-1.8%	Shares	Sole	2026-07-30
2026-03-31	$1,210,593	2,003	-6.7%	Shares	Sole	2026-04-27
2025-12-31	$1,037,955	2,146	+16.8%	Shares	Sole	2026-02-06
2025-09-30	$917,547	1,838	+5.0%	Shares	Sole	2025-11-04
2025-06-30	$810,958	1,751	+17.1%	Shares	Sole	2025-08-08
2025-03-31	$667,831	1,495	+3.0%	Shares	Sole	2025-05-14
2024-12-31	$705,584	1,452	+15.8%	Shares	Sole	2025-02-04
2024-09-30	$733,038	1,254	+7.0%	Shares	Sole	2024-11-14
2024-06-30	$547,441	1,172	+0.9%	Shares	Sole	2024-07-31
2024-03-31	$528,104	1,161	-61.1%	Shares	Sole	2024-05-01
2023-12-31	$1,351,108	2,981	-6.7%	Shares	Sole	2024-02-08
2023-09-30	$1,306,627	3,195	+0.5%	Shares	Sole	2023-11-14
2023-06-30	$1,463,087	3,178	-0.3%	Shares	Sole	2023-08-14
2023-03-31	$1,506,117	3,186	-4.2%	Shares	Sole	2023-05-09
2022-12-31	$1,618,552	3,327	+2.2%	Shares	Sole	2023-02-10
2022-09-30	$1,257,760	3,256	+0.6%	Shares	Sole	2022-11-09
2022-06-30	$1,391,780	3,237	-4.6%	Shares	Sole	2022-08-08
2022-03-31	$1,498,111	3,394	+0.1%	Shares	Sole	2022-05-03
2021-12-31	$1,205,195	3,391	+0.6%	Shares	Sole	2022-02-15
2021-06-30	$1,275,796	3,372	+1.4%	Shares	Sole	2021-08-06
2021-03-31	$1,229,326	3,327	+1.8%	Shares	Sole	2021-05-13
2020-12-31	$1,160,074	3,268	+1.6%	Shares	Sole	2021-02-12
2020-09-30	$1,233,395	3,218	-1.7%	Shares	Sole	2020-11-10
2020-06-30	$1,194,748	3,274	+9.2%	Shares	Sole	2020-08-11
2020-03-31	$1,016,172	2,998	—	Shares	Sole	2020-04-02
No filing history on record for this holder in this stock.