SAX WEALTH ADVISORS, LLC

Position in LMT — Lockheed Martin Corp

CIK 1846150 PARSIPPANY, NJ

Position in LMT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$408,586

-$84,596 QoQ

Shares Held

802

-1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,915

of 2,765 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 27% Shared 0% None 73%

Industrials · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $7,072,413 across 6 Aerospace & Defense names. LMT ranks #5 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	10,622	$3,969,760
2	RTX	RTX Corp	7,231	$1,371,937
3	BA	Boeing Co	2,322	$502,643
4	HWM	Howmet Aerospace Inc.	1,712	$460,288
5	LMT	Lockheed Martin Corp This page	802	$408,586
6	GD	General Dynamics Corp	1,014	$359,199

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$408,586	802	-1.7%	Shares	Sole	2026-07-09
2026-03-31	$493,182	816	0.0%	Shares	Sole	2026-04-08
2025-12-31	$394,674	816	+23.8%	Shares	Sole	2026-01-12
2025-09-30	$328,979	659	+0.3%	Shares	Sole	2025-10-20
2025-06-30	$304,282	657	—	Shares	Sole	2025-07-23
No filing history on record for this holder in this stock.