WILLNER & HELLER, LLC

Position in LMT — Lockheed Martin Corp

CIK 1927796 ENCINO, CA

Position in LMT

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$559,387

-$37,750 QoQ

Shares Held

1,098

+11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#1,686

of 2,767 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

WILLNER & HELLER, LLC holds $2,049,096 across 5 Aerospace & Defense names. LMT ranks #2 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp	2,050	$726,192
2	LMT	Lockheed Martin Corp This page	1,098	$559,387
3	LHX	L3harris Technologies, Inc. /De/	929	$269,958
4	AXON	Axon Enterprise, Inc.	478	$267,971
5	RTX	RTX Corp	1,189	$225,588

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$559,387	1,098	+11.1%	Shares	Sole	2026-07-07
2026-03-31	$597,137	988	+0.4%	Shares	Sole	2026-04-17
2025-12-31	$475,931	984	+1.8%	Shares	Sole	2026-01-12
2025-09-30	$482,736	967	+6.5%	Shares	Sole	2025-10-16
2025-06-30	$420,531	908	-17.0%	Shares	Sole	2025-07-22
2025-03-31	$488,700	1,094	-4.8%	Shares	Sole	2025-05-05
2024-12-31	$558,345	1,149	+0.5%	Shares	Sole	2025-01-16
2024-09-30	$668,152	1,143	-3.8%	Shares	Sole	2024-10-10
2024-06-30	$554,914	1,188	-1.8%	Shares	Sole	2024-07-19
2024-03-31	$550,392	1,210	+0.2%	Shares	Sole	2024-07-19
2023-12-31	$547,513	1,208	-3.0%	Shares	Sole	2024-03-06
2022-12-31	$605,680	1,245	+0.4%	Shares	Sole	2023-02-14
2022-09-30	$478,999	1,240	+1.1%	Shares	Sole	2022-10-24
2022-06-30	$527,560	1,227	+0.5%	Shares	Sole	2022-07-22
2022-03-31	$538,949	1,221	-9.7%	Shares	Sole	2022-07-05
2021-12-31	$480,514	1,352	—	Shares	Sole	2022-06-06
No filing history on record for this holder in this stock.