waypoint wealth counsel

Position in LMT — Lockheed Martin Corp

CIK 1807909 ATLANTA, GA

Position in LMT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$384,641

-$257,220 QoQ

Shares Held

755

-28.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,963

of 2,766 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

waypoint wealth counsel holds $853,871 across 3 Aerospace & Defense names. LMT ranks #1 (45.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	755	$384,641
2	GD	General Dynamics Corp	680	$240,882
3	GE	General Electric Co	611	$228,348

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$384,641	755	-28.9%	Shares	Other	2026-08-04
2026-03-31	$641,861	1,062	-6.1%	Shares	Other	2026-04-23
2025-12-31	$547,030	1,131	+101.6%	Shares	Other	2026-01-28
2025-06-30	$259,821	561	—	Shares	Sole	2025-07-25
No filing history on record for this holder in this stock.