WFA of San Diego, LLC

Position in LMT — Lockheed Martin Corp

CIK 1821407 SAN DIEGO, CA

Position in LMT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$243,521

-$45,377 QoQ

Shares Held

478

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#2,295

of 2,765 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

WFA of San Diego, LLC holds $1,186,644 across 4 Aerospace & Defense names. LMT ranks #4 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	1,013	$378,588
2	RTX	RTX Corp	1,555	$295,030
3	BA	Boeing Co	1,245	$269,505
4	LMT	Lockheed Martin Corp This page	478	$243,521

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$243,521	478	0.0%	Shares	Sole	2026-08-14
2026-03-31	$288,898	478	0.0%	Shares	Sole	2026-05-11
2025-12-31	$231,194	478	0.0%	Shares	Sole	2026-02-17
2025-09-30	$238,622	478	0.0%	Shares	Sole	2026-02-17
2025-06-30	$221,380	478	+168.5%	Shares	Sole	2025-08-15
2024-09-30	$104,051	178	0.0%	Shares	Sole	2024-11-13
2024-06-30	$83,143	178	+128.2%	Shares	Sole	2024-08-14
2023-09-30	$31,898	78	0.0%	Shares	Sole	2023-11-02
2023-06-30	$35,909	78	-89.4%	Shares	Sole	2023-08-10
2023-03-31	$349,347	739	-11.9%	Shares	Sole	2023-04-17
2022-12-31	$408,165	839	0.0%	Shares	Sole	2023-01-31
2022-09-30	$324,097	839	+2051.3%	Shares	Sole	2022-10-18
2022-06-30	$16,768	39	-95.9%	Shares	Sole	2022-07-28
2021-12-31	$339,416	955	+1636.4%	Shares	Sole	2022-02-07
2020-12-31	$19,523	55	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.