Nvest Financial, LLC

Position in LMT — Lockheed Martin Corp

CIK 1915315 PORTSMOUTH, NH

Position in LMT

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

Position Value

$1,178,380

-$307,210 QoQ

Shares Held

2,313

-5.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#1,225

of 2,767 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Nvest Financial, LLC holds $7,442,424 across 4 Aerospace & Defense names. LMT ranks #3 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	23,331	$4,426,590
2	GE	General Electric Co	3,751	$1,401,861
3	LMT	Lockheed Martin Corp This page	2,313	$1,178,380
4	AXON	Axon Enterprise, Inc.	777	$435,593

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,178,380	2,313	-5.9%	Shares	Sole	2026-07-30
2026-03-31	$1,485,590	2,458	-1.7%	Shares	Sole	2026-04-28
2025-12-31	$1,209,658	2,501	+24.1%	Shares	Sole	2026-02-10
2025-09-30	$1,005,908	2,015	-37.5%	Shares	Sole	2025-11-13
2025-06-30	$1,492,700	3,223	-11.0%	Shares	Sole	2025-07-28
2025-03-31	$1,617,536	3,621	+0.6%	Shares	Sole	2025-04-23
2024-12-31	$1,748,412	3,598	+43.2%	Shares	Sole	2025-01-23
2024-09-30	$1,468,999	2,513	+4.4%	Shares	Sole	2024-10-09
2024-06-30	$1,124,776	2,408	+18.7%	Shares	Sole	2024-07-19
2024-03-31	$922,476	2,028	+15.0%	Shares	Sole	2024-04-18
2023-12-31	$799,062	1,763	+10.3%	Shares	Sole	2024-01-22
2023-09-30	$653,927	1,599	+0.2%	Shares	Sole	2023-10-13
2023-06-30	$734,766	1,596	+15.6%	Shares	Sole	2023-07-20
2023-03-31	$652,840	1,381	+2.1%	Shares	Sole	2023-04-14
2022-12-31	$658,220	1,353	-5.3%	Shares	Sole	2023-01-20
2022-09-30	$552,008	1,429	-2.5%	Shares	Sole	2022-10-13
2022-06-30	$630,321	1,466	+4.0%	Shares	Sole	2022-07-13
2022-03-31	$621,932	1,409	—	Shares	Sole	2022-04-26
No filing history on record for this holder in this stock.