Coastwise Capital Group, LLC

Position in LMT — Lockheed Martin Corp

CIK 1934500 LA JOLLA, CA

Position in LMT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,482,528

-$271,411 QoQ

Shares Held

2,910

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#1,109

of 2,767 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Coastwise Capital Group, LLC holds $6,193,800 across 7 Aerospace & Defense names. LMT ranks #2 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	7,334	$1,587,590
2	LMT	Lockheed Martin Corp This page	2,910	$1,482,528
3	GD	General Dynamics Corp	3,902	$1,382,244
4	RTX	RTX Corp	5,085	$964,777
5	NOC	Northrop Grumman Corp /De/	600	$305,586
6	GE	General Electric Co	641	$239,560
7	SPCX	Space Exploration Technologies Corp	1,355	$231,515

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,482,528	2,910	+0.3%	Shares	Sole	2026-07-16
2026-03-31	$1,753,939	2,902	-16.2%	Shares	Sole	2026-05-08
2025-12-31	$1,674,465	3,462	+3.6%	Shares	Sole	2026-02-12
2025-09-30	$1,667,860	3,341	+7.0%	Shares	Sole	2025-10-17
2025-06-30	$1,445,459	3,121	-2.8%	Shares	Sole	2025-07-11
2025-03-31	$1,434,385	3,211	+442.4%	Shares	Sole	2025-05-05
2024-12-31	$287,676	592	+0.5%	Shares	Sole	2025-01-23
2024-09-30	$344,305	589	+17.1%	Shares	Sole	2024-11-14
2023-06-30	$231,571	503	-1.9%	Shares	Sole	2023-08-10
2023-03-31	$242,510	513	-47.7%	Shares	Sole	2023-05-11
2022-12-31	$476,760	980	0.0%	Shares	Sole	2023-02-14
2022-09-30	$378,564	980	-17.1%	Shares	Sole	2022-11-10
2022-06-30	$508,212	1,182	+0.1%	Shares	Sole	2022-08-15
2022-03-31	$521,293	1,181	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.