Octavia Wealth Advisors, LLC

Position in LMT — Lockheed Martin Corp

CIK 1841259 CINCINNATI, OH

Position in LMT

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

Position Value

$323,507

-$286,926 QoQ

Shares Held

635

-37.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,080

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

Octavia Wealth Advisors, LLC holds $2,325,026 across 5 Aerospace & Defense names. LMT ranks #3 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	2,452	$916,385
2	RTX	RTX Corp	2,980	$565,395
3	LMT	Lockheed Martin Corp This page	635	$323,507
4	NOC	Northrop Grumman Corp /De/	547	$278,592
5	BA	Boeing Co	1,114	$241,147

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$323,507	635	-37.1%	Shares	Sole	2026-07-14
2026-03-31	$610,433	1,010	-13.0%	Shares	Sole	2026-04-10
2025-12-31	$561,540	1,161	-5.6%	Shares	Sole	2026-01-23
2025-09-30	$614,028	1,230	+46.6%	Shares	Sole	2025-10-28
2025-06-30	$388,574	839	-38.3%	Shares	Sole	2025-07-16
2025-03-31	$607,078	1,359	-2.3%	Shares	Sole	2025-04-14
2024-12-31	$675,942	1,391	-1.1%	Shares	Sole	2025-01-17
2024-09-30	$822,475	1,407	-2.8%	Shares	Sole	2024-10-10
2024-06-30	$675,893	1,447	+50.9%	Shares	Sole	2024-08-02
2024-03-31	$436,220	959	-38.0%	Shares	Sole	2024-04-15
2023-12-31	$701,162	1,547	+12.2%	Shares	Sole	2024-01-30
2023-09-30	$563,955	1,379	+1.4%	Shares	Sole	2023-10-30
2023-06-30	$626,116	1,360	+71.7%	Shares	Sole	2023-07-18
2023-03-31	$374,402	792	-5.5%	Shares	Sole	2023-04-20
2022-12-31	$407,678	838	-11.1%	Shares	Sole	2023-01-19
2022-09-30	$364,271	943	-0.9%	Shares	Sole	2022-10-17
2022-06-30	$409,321	952	+2.7%	Shares	Sole	2022-07-18
2022-03-31	$409,177	927	-42.6%	Shares	Sole	2022-04-20
2021-12-31	$573,987	1,615	+67.5%	Shares	Sole	2022-01-28
2021-09-30	$332,676	964	+17.3%	Shares	Sole	2021-11-12
2021-06-30	$311,003	822	-43.1%	Shares	Sole	2021-07-26
2021-03-31	$533,927	1,445	-12.1%	Shares	Sole	2021-05-10
2020-12-31	$583,232	1,643	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.