WEALTH EFFECTS LLC

Position in LMT — Lockheed Martin Corp

CIK 1907254 BOSTON, MA

Position in LMT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$273,580

-$58,834 QoQ

Shares Held

537

-2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,200

of 2,765 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

WEALTH EFFECTS LLC holds $6,458,873 across 6 Aerospace & Defense names. LMT ranks #6 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	11,906	$2,577,291
2	GE	General Electric Co	3,498	$1,307,307
3	SPCX	Space Exploration Technologies Corp	7,166	$1,224,382
4	RTX	RTX Corp	3,900	$739,947
5	AXON	Axon Enterprise, Inc.	600	$336,366
6	LMT	Lockheed Martin Corp This page	537	$273,580

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$273,580	537	-2.4%	Shares	Sole	2026-08-06
2026-03-31	$332,414	550	+2.2%	Shares	Sole	2026-04-21
2025-12-31	$260,214	538	-10.3%	Shares	Sole	2026-01-26
2025-09-30	$299,526	600	-0.3%	Shares	Sole	2025-10-28
2025-06-30	$278,810	602	+0.2%	Shares	Sole	2025-07-15
2025-03-31	$268,472	601	-1.0%	Shares	Sole	2025-04-23
2024-12-31	$294,965	607	-14.6%	Shares	Sole	2025-01-22
2024-09-30	$415,622	711	0.0%	Shares	Sole	2024-10-21
2024-06-30	$332,108	711	0.0%	Shares	Sole	2024-08-02
2024-03-31	$323,412	711	-4.2%	Shares	Sole	2024-04-22
2023-12-31	$336,304	742	+16.9%	Shares	Sole	2024-01-29
2023-09-30	$259,689	635	+21.0%	Shares	Sole	2023-10-16
2023-06-30	$241,699	525	+1.0%	Shares	Sole	2023-07-18
2023-03-31	$245,819	520	-14.0%	Shares	Sole	2023-05-04
2022-12-31	$294,326	605	0.0%	Shares	Sole	2023-02-02
2022-09-30	$233,705	605	+3.8%	Shares	Sole	2022-11-14
2022-06-30	$250,666	583	-6.4%	Shares	Sole	2022-08-03
2022-03-31	$274,992	623	+0.8%	Shares	Sole	2022-05-16
2021-12-31	$219,643	618	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.