BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Position in LMT — Lockheed Martin Corp
CIK 1851395
Boca Raton, FL
Position in LMT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$286,825
-$53,446 QoQ
Shares Held
563
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,168
of 2,765 holders
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026BARON SILVER STEVENS FINANCIAL ADVISORS, LLC holds $1,597,443 across 5 Aerospace & Defense names. LMT ranks #3 (18.0% of the industry book) .
All Filings in LMT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,825 | 563 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $340,271 | 563 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $278,110 | 575 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $237,124 | 475 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $243,148 | 525 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $249,264 | 558 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $305,170 | 628 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $343,721 | 588 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $274,654 | 588 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $267,463 | 588 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $276,476 | 610 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $208,569 | 510 | Shares | Sole | 2023-10-31 | |
| 2020-12-31 | $96,554 | 272 | Shares | Sole | 2021-03-19 | |
| No filing history on record for this holder in this stock. | ||||||