Oak Harvest Investment Services

Position in LMT — Lockheed Martin Corp

CIK 1839430 HOUSTON, TX

Position in LMT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,307,783

-$232,202 QoQ

Shares Held

2,567

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,174

of 2,767 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Oak Harvest Investment Services holds $3,124,675 across 4 Aerospace & Defense names. LMT ranks #1 (41.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	2,567	$1,307,783
2	RTX	RTX Corp	5,000	$948,650
3	BA	Boeing Co	2,975	$643,998
4	AXON	Axon Enterprise, Inc.	400	$224,244

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,307,783	2,567	+0.7%	Shares	Sole	2026-07-27
2026-03-31	$1,539,985	2,548	-2.7%	Shares	Sole	2026-04-23
2025-12-31	$1,267,215	2,620	+0.2%	Shares	Sole	2026-01-27
2025-09-30	$1,305,434	2,615	-82.2%	Shares	Sole	2025-10-17
2025-06-30	$6,816,957	14,719	+2.9%	Shares	Sole	2025-08-08
2025-03-31	$6,387,953	14,300	-12.3%	Shares	Sole	2025-05-14
2024-12-31	$7,919,364	16,297	-0.3%	Shares	Sole	2025-01-23
2024-09-30	$9,552,879	16,342	-25.6%	Shares	Sole	2024-10-25
2024-06-30	$10,257,516	21,960	+11.7%	Shares	Sole	2024-10-24
2024-03-31	$8,942,289	19,659	+9.9%	Shares	Sole	2024-10-24
2023-12-31	$8,104,837	17,882	+4.1%	Shares	Sole	2024-01-12
2023-09-30	$7,024,705	17,177	+13.7%	Shares	Sole	2023-10-25
2023-06-30	$6,956,341	15,110	+15.5%	Shares	Sole	2023-07-17
2023-03-31	$6,183,308	13,080	+9.8%	Shares	Sole	2023-04-20
2022-12-31	$5,794,095	11,910	-17.0%	Shares	Sole	2023-01-24
2022-09-30	$5,544,806	14,354	+6.1%	Shares	Sole	2022-10-14
2022-06-30	$5,814,779	13,524	+12.5%	Shares	Sole	2022-07-18
2022-03-31	$5,307,393	12,024	+1.5%	Shares	Sole	2022-05-04
2021-12-31	$4,211,253	11,849	-7.2%	Shares	Sole	2022-01-21
2021-09-30	$4,408,307	12,774	+11.1%	Shares	Sole	2021-10-08
2021-06-30	$4,351,781	11,502	+8.0%	Shares	Sole	2021-07-13
2021-03-31	$3,934,436	10,648	-23.1%	Shares	Sole	2021-04-12
2020-12-31	$4,913,988	13,843	—	Shares	Sole	2021-01-15
No filing history on record for this holder in this stock.