Cerro Pacific Wealth Advisors LLC

Position in LMT — Lockheed Martin Corp

CIK 1842669 San Luis Obispo, CA

Position in LMT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$659,241

-$108,334 QoQ

Shares Held

1,294

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#214

of 438 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Jun 30, 2026

Cerro Pacific Wealth Advisors LLC holds $4,137,251 across 6 Aerospace & Defense names. LMT ranks #3 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HONA	Honeywell Aerospace Inc.	5,646	$1,246,636
2	RTX	RTX Corp	3,900	$739,947
3	LMT	Lockheed Martin Corp This page	1,294	$659,241
4	LHX	L3harris Technologies, Inc. /De/	2,254	$654,989
5	GD	General Dynamics Corp	1,379	$488,496
6	GE	General Electric Co	931	$347,942

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$659,241	1,294	+1.9%	Shares	Sole	2026-07-15
2026-03-31	$767,575	1,270	-7.7%	Shares	Sole	2026-04-13
2025-12-31	$665,529	1,376	+1.2%	Shares	Sole	2026-02-02
2025-09-30	$678,925	1,360	-22.2%	Shares	Sole	2025-10-28
2025-06-30	$809,105	1,747	+2.6%	Shares	Sole	2025-07-25
2025-03-31	$760,747	1,703	+1.6%	Shares	Sole	2025-04-08
2024-12-31	$814,921	1,677	-2.0%	Shares	Sole	2025-01-17
2024-09-30	$1,000,766	1,712	0.0%	Shares	Sole	2024-10-09
2024-06-30	$799,675	1,712	+15.9%	Shares	Sole	2024-08-09
2023-03-31	$698,222	1,477	+57.6%	Shares	Sole	2023-05-10
2022-12-31	$455,841	937	+3.1%	Shares	Other	2023-01-19
2022-09-30	$351,137	909	+9.7%	Shares	Other	2022-10-12
2022-06-30	$356,436	829	—	Shares	Other	2022-07-18
No filing history on record for this holder in this stock.