True Link Financial Advisors, LLC

Position in LMT — Lockheed Martin Corp

CIK 1846236 SAN FRANCISCO, CA

Position in LMT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,392,933

-$500,281 QoQ

Shares Held

4,697

-1.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

12.34%

of 13F equity value

Holder Rank

#882

of 2,767 holders

Holding Since

Jun 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

True Link Financial Advisors, LLC holds $3,584,230 across 3 Aerospace & Defense names. LMT ranks #1 (66.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	4,697	$2,392,933
2	GE	General Electric Co	2,420	$904,426
3	RTX	RTX Corp	1,512	$286,871

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,392,933	4,697	-1.9%	Shares	Sole	2026-07-31
2026-03-31	$2,893,214	4,787	-3.8%	Shares	Sole	2026-04-29
2025-12-31	$2,407,225	4,977	-1.0%	Shares	Sole	2026-01-29
2025-09-30	$2,510,027	5,028	-2.4%	Shares	Sole	2025-11-06
2025-06-30	$2,386,560	5,153	-5.6%	Shares	Sole	2025-07-24
2025-03-31	$2,438,143	5,458	-3.6%	Shares	Sole	2025-04-21
2024-12-31	$2,751,392	5,662	+0.0%	Shares	Sole	2025-01-16
2024-09-30	$3,309,194	5,661	-0.5%	Shares	Sole	2024-10-25
2024-06-30	$2,658,266	5,691	-0.2%	Shares	Sole	2024-07-12
2024-03-31	$2,594,123	5,703	-8.0%	Shares	Sole	2024-04-19
2023-12-31	$2,808,275	6,196	+656.5%	Shares	Sole	2024-01-19
2023-06-30	$377,051	819	0.0%	Shares	Sole	2023-07-20
2023-03-31	$387,165	819	0.0%	Shares	Sole	2023-05-05
2022-12-31	$398,435	819	0.0%	Shares	Sole	2023-02-09
2022-09-30	$316,371	819	0.0%	Shares	Sole	2022-11-09
2022-06-30	$352,137	819	+3.7%	Shares	Sole	2022-08-04
2022-03-31	$348,706	790	+4288.9%	Shares	Sole	2022-05-16
2021-09-30	$6,211	18	0.0%	Shares	Sole	2021-10-29
2021-06-30	$6,810	18	—	Shares	Sole	2021-08-19
No filing history on record for this holder in this stock.