Smallwood Wealth Investment Management, LLC
Position in LMT — Lockheed Martin Corp
CIK 1921304
RED BANK, NJ
Position in LMT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$184,933
-$34,460 QoQ
Shares Held
363
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,477
of 2,767 holders
Holding Since
Sep 2022
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $945,353 across 10 Aerospace & Defense names. LMT ranks #3 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
1,446 | $313,015 | |
| 2 | RTX |
RTX Corp
|
991 | $188,022 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
363 | $184,933 | |
| 4 | GE |
General Electric Co
|
281 | $105,018 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
361 | $61,680 | |
| 6 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
1,000 | $49,860 | |
| 7 | GD |
General Dynamics Corp
|
100 | $35,424 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
24 | $6,452 |
All Filings in LMT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $184,933 | 363 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $219,393 | 363 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $170,735 | 353 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $173,725 | 348 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $157,467 | 340 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $128,652 | 288 | Shares | Sole | 2025-04-25 | |
| 2022-12-31 | $303,083 | 623 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $240,658 | 623 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||