Center for Financial Planning, Inc.
Position in LMT — Lockheed Martin Corp
CIK 1803557
SOUTHFIED, MI
Position in LMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$280,712
-$46,262 QoQ
Shares Held
551
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,185
of 2,767 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $1,947,064 across 12 Aerospace & Defense names. LMT ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
3,291 | $624,401 | |
| 2 | GE |
General Electric Co
|
1,194 | $446,233 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
551 | $280,712 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
700 | $188,202 | |
| 5 | BA |
Boeing Co
|
829 | $179,453 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
530 | $90,555 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
207 | $60,152 | |
| 8 | GD |
General Dynamics Corp
|
78 | $27,630 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,712 | 551 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $326,974 | 541 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $261,665 | 541 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $295,033 | 591 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $347,818 | 751 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $279,193 | 625 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $215,271 | 443 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $258,960 | 443 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $206,925 | 443 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $201,507 | 443 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $178,123 | 393 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $154,995 | 379 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $174,484 | 379 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $179,164 | 379 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $194,109 | 399 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $158,378 | 410 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $187,032 | 435 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $207,458 | 470 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $167,042 | 470 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $170,824 | 495 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $192,201 | 508 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $187,706 | 508 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $180,329 | 508 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $194,706 | 508 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $226,980 | 622 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $227,096 | 670 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||