JEPPSON WEALTH MANAGEMENT, LLC
Position in LMT — Lockheed Martin Corp
CIK 1831263
MANHATTAN BEACH, CA
Position in LMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,793,859
-$2,078,173 QoQ
Shares Held
19,224
-2.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
3.26%
of 13F equity value
Holder Rank
#391
of 2,765 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $16,409,736 across 6 Aerospace & Defense names. LMT ranks #1 (59.7% of the industry book) .
All Filings in LMT
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,793,859 | 19,224 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $11,872,032 | 19,643 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $10,088,872 | 20,859 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $10,770,954 | 21,576 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $10,092,283 | 21,791 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $9,878,544 | 22,114 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $10,506,022 | 21,620 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $12,577,977 | 21,517 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $10,251,443 | 21,947 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $9,972,569 | 21,924 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $9,858,423 | 21,751 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $8,928,414 | 21,832 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $9,946,509 | 21,605 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $10,306,932 | 21,803 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $10,532,994 | 21,651 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $8,578,342 | 22,207 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $9,369,688 | 21,792 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,987,803 | 15,831 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $6,131,533 | 17,252 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $6,104,473 | 17,689 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $6,446,705 | 17,039 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $6,302,561 | 17,057 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $5,479,116 | 15,435 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $5,157,415 | 13,456 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||