Safeguard Investment Advisory Group, LLC
Position in LMT — Lockheed Martin Corp
CIK 1846711
Corona, CA
Position in LMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$492,647
+$125,783 QoQ
Shares Held
967
+59.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,783
of 2,767 holders
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Safeguard Investment Advisory Group, LLC holds $7,166,315 across 8 Aerospace & Defense names. LMT ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HEI |
Heico Corp
|
11,561 | $3,624,546 | |
| 2 | BA |
Boeing Co
|
4,624 | $1,000,957 | |
| 3 | GE |
General Electric Co
|
1,534 | $573,301 | |
| 4 | LMT |
Lockheed Martin Corp
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|
967 | $492,647 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
1,546 | $449,252 | |
| 6 | RTX |
RTX Corp
|
2,269 | $430,497 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
1,231 | $330,966 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
1,546 | $264,149 |
All Filings in LMT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,647 | 967 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $366,864 | 607 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $207,978 | 430 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $218,154 | 437 | Shares | Sole | 2025-11-13 | |
| 2024-03-31 | $262,914 | 578 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $262,425 | 579 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $223,292 | 546 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $252,288 | 548 | Shares | Sole | 2023-08-01 | |
| 2020-12-31 | $95,134 | 268 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||