Marks Group Wealth Management, Inc
Position in LMT — Lockheed Martin Corp
CIK 1802473
MINNETONKA, MN
Position in LMT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$543,084
+$142,606 QoQ
Shares Held
1,066
+28.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,707
of 2,765 holders
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 9%
Shared 91%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $28,950,539 across 9 Aerospace & Defense names. LMT ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
22,482 | $8,402,197 | |
| 2 | CW |
Curtiss Wright Corp
|
9,281 | $7,032,770 | |
| 3 | GD |
General Dynamics Corp
|
15,557 | $5,510,911 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
13,135 | $2,900,208 | |
| 5 | TDG |
TransDigm Group INC
|
1,257 | $1,674,373 | |
| 6 | HII |
Huntington Ingalls Industries, Inc.
|
5,795 | $1,621,962 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
2,014 | $1,025,749 | |
| 8 | LMT |
Lockheed Martin Corp
This page
|
1,066 | $543,084 |
All Filings in LMT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,084 | 1,066 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $400,478 | 828 | Shares | Sole | 2026-02-11 | |
| 2024-03-31 | $1,011,630 | 2,224 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,080,070 | 2,383 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,070,656 | 2,618 | Shares | Other | 2023-10-30 | |
| 2023-06-30 | $1,302,875 | 2,830 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $2,830,706 | 5,988 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $2,729,208 | 5,610 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $1,999,822 | 5,177 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,984,694 | 4,616 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $1,745,736 | 3,955 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $1,022,514 | 2,877 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $797,181 | 2,310 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $851,287 | 2,250 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $799,598 | 2,164 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||