TrueWealth Advisors, LLC

Position in LMT — Lockheed Martin Corp

CIK 1817714 BIRMINGHAM, AL

Position in LMT

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$332,677

-$63,802 QoQ

Shares Held

653

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#2,058

of 2,767 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

TrueWealth Advisors, LLC holds $1,951,886 across 5 Aerospace & Defense names. LMT ranks #5 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp	1,371	$485,663
2	GE	General Electric Co	1,084	$405,123
3	RTX	RTX Corp	1,959	$371,681
4	BA	Boeing Co	1,648	$356,742
5	LMT	Lockheed Martin Corp This page	653	$332,677

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$332,677	653	-0.5%	Shares	Sole	2026-07-08
2026-03-31	$396,479	656	-6.7%	Shares	Sole	2026-04-09
2025-12-31	$340,020	703	-0.6%	Shares	Sole	2026-01-07
2025-09-30	$352,941	707	0.0%	Shares	Sole	2025-10-15
2025-06-30	$327,439	707	-7.6%	Shares	Sole	2025-07-03
2025-03-31	$341,733	765	-0.8%	Shares	Sole	2025-04-10
2024-12-31	$374,659	771	-2.2%	Shares	Sole	2025-01-15
2024-09-30	$460,633	788	-1.5%	Shares	Sole	2024-10-29
2024-06-30	$373,680	800	-2.7%	Shares	Sole	2024-07-24
2024-03-31	$373,903	822	-3.2%	Shares	Sole	2024-04-23
2023-12-31	$384,800	849	+1.0%	Shares	Sole	2024-02-08
2023-09-30	$343,935	841	+1.3%	Shares	Sole	2023-11-07
2023-06-30	$382,115	830	+6.5%	Shares	Sole	2023-07-31
2023-03-31	$368,256	779	+4.6%	Shares	Sole	2023-04-19
2022-12-31	$362,435	745	+10.0%	Shares	Sole	2023-01-23
2022-09-30	$261,518	677	+7.6%	Shares	Sole	2022-10-21
2022-06-30	$270,444	629	+9.8%	Shares	Sole	2022-07-27
2022-03-31	$252,922	573	0.0%	Shares	Sole	2022-05-05
2021-12-31	$203,649	573	+6.7%	Shares	Sole	2022-02-02
2021-06-30	$203,173	537	0.0%	Shares	Sole	2021-07-23
2021-03-31	$198,421	537	—	Shares	Sole	2021-04-22
No filing history on record for this holder in this stock.