Fiduciary Alliance LLC

Position in LMT — Lockheed Martin Corp

CIK 1954805 GREENVILLE, SC

Position in LMT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,343,076

-$1,736,821 QoQ

Shares Held

6,562

-21.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#755

of 2,767 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Fiduciary Alliance LLC holds $12,517,853 across 9 Aerospace & Defense names. LMT ranks #2 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	19,593	$3,717,379
2	LMT	Lockheed Martin Corp This page	6,562	$3,343,076
3	BA	Boeing Co	7,560	$1,636,513
4	GE	General Electric Co	3,716	$1,388,780
5	LHX	L3harris Technologies, Inc. /De/	2,776	$806,677
6	GD	General Dynamics Corp	2,273	$805,187
7	PKE	Park Aerospace Corp	11,910	$454,485
8	RKLB	Rocket Lab Corp	3,048	$309,829

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,343,076	6,562	-21.9%	Shares	Sole	2026-07-20
2026-03-31	$5,079,897	8,405	-18.5%	Shares	Sole	2026-04-20
2025-12-31	$4,988,572	10,314	+5.4%	Shares	Sole	2026-01-22
2025-09-30	$4,885,269	9,786	-36.9%	Shares	Sole	2025-10-08
2025-06-30	$7,179,133	15,501	+0.7%	Shares	Sole	2025-07-09
2025-03-31	$6,875,760	15,392	-10.5%	Shares	Sole	2025-04-09
2024-12-31	$8,356,224	17,196	+6.2%	Shares	Sole	2025-01-13
2024-09-30	$9,466,949	16,195	+7.3%	Shares	Sole	2024-10-11
2024-06-30	$7,051,808	15,097	+11.3%	Shares	Sole	2024-07-10
2024-03-31	$6,167,582	13,559	-2.0%	Shares	Sole	2024-04-17
2023-12-31	$6,271,028	13,836	+7.4%	Shares	Sole	2024-01-17
2023-09-30	$5,268,631	12,883	+3.9%	Shares	Sole	2023-10-18
2023-06-30	$5,711,013	12,405	+26.3%	Shares	Sole	2023-07-18
2023-03-31	$4,644,572	9,825	+9.5%	Shares	Sole	2023-04-18
2022-12-31	$4,366,247	8,975	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.