ARS Wealth Advisors Group, LLC
Position in LMT — Lockheed Martin Corp
CIK 1886707
St. Petersburg, FL
Position in LMT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$8,040,297
-$1,328,352 QoQ
Shares Held
15,782
+1.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#25
of 438 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026ARS Wealth Advisors Group, LLC holds $26,891,799 across 6 Aerospace & Defense names. LMT ranks #2 (29.9% of the industry book) .
All Filings in LMT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,040,297 | 15,782 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $9,368,649 | 15,501 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $7,538,964 | 15,587 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $7,700,813 | 15,426 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $7,106,420 | 15,344 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $6,772,570 | 15,161 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,299,790 | 15,022 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $8,861,345 | 15,159 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $7,110,196 | 15,222 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $7,017,279 | 15,427 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,691,783 | 19,177 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,795,911 | 21,508 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $9,912,441 | 21,531 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $10,478,533 | 22,166 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $11,866,950 | 24,393 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,695,211 | 27,687 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,545,285 | 26,852 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,116,300 | 2,529 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $865,067 | 2,434 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $992,507 | 2,876 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||