Montz Harcus Wealth Management LLC

Position in LMT — Lockheed Martin Corp

CIK 1918613 New Orleans, LA

Position in LMT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$455,966

-$70,457 QoQ

Shares Held

895

+2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,831

of 2,767 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Montz Harcus Wealth Management LLC holds $1,816,248 across 4 Aerospace & Defense names. LMT ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	3,297	$713,701
2	LMT	Lockheed Martin Corp This page	895	$455,966
3	GE	General Electric Co	897	$335,235
4	RTX	RTX Corp	1,641	$311,346

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$455,966	895	+2.8%	Shares	Sole	2026-07-24
2026-03-31	$526,423	871	+4.6%	Shares	Sole	2026-04-29
2025-12-31	$402,897	833	+0.6%	Shares	Sole	2026-01-22
2025-09-30	$413,345	828	+0.4%	Shares	Sole	2025-10-20
2025-06-30	$382,090	825	-0.2%	Shares	Sole	2025-07-21
2025-03-31	$369,429	827	+12.5%	Shares	Sole	2025-04-21
2024-12-31	$357,165	735	+8.4%	Shares	Sole	2025-01-29
2024-09-30	$396,331	678	+3.4%	Shares	Sole	2024-10-24
2024-06-30	$306,417	656	-10.0%	Shares	Sole	2024-07-19
2024-03-31	$331,600	729	+20.7%	Shares	Sole	2024-05-07
2023-12-31	$273,756	604	-0.5%	Shares	Sole	2024-01-22
2023-09-30	$248,238	607	-1.1%	Shares	Sole	2023-11-14
2023-06-30	$282,673	614	-0.5%	Shares	Sole	2023-07-21
2023-03-31	$291,674	617	-0.3%	Shares	Sole	2023-04-25
2022-12-31	$301,137	619	+0.5%	Shares	Sole	2023-01-20
2022-09-30	$237,954	616	+2.7%	Shares	Sole	2022-11-02
2022-06-30	$257,976	600	+5.8%	Shares	Sole	2022-07-18
2022-03-31	$250,273	567	+0.5%	Shares	Sole	2022-05-05
2021-12-31	$200,451	564	—	Shares	Sole	2022-03-24
No filing history on record for this holder in this stock.