Fortis Capital Advisors, LLC

Position in LMT — Lockheed Martin Corp

CIK 1959790 PRAIRIE VILLAGE, KS

Position in LMT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$495,704

-$86,323 QoQ

Shares Held

973

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,778

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

Fortis Capital Advisors, LLC holds $7,228,158 across 6 Aerospace & Defense names. LMT ranks #6 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	5,800	$2,167,634
2	TXT	Textron Inc	15,041	$1,379,710
3	BA	Boeing Co	6,057	$1,311,158
4	NOC	Northrop Grumman Corp /De/	1,983	$1,009,961
5	GD	General Dynamics Corp	2,439	$863,991
6	LMT	Lockheed Martin Corp This page	973	$495,704

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$495,704	973	+1.0%	Shares	Sole	2026-07-31
2026-03-31	$582,027	963	+12.8%	Shares	Sole	2026-04-28
2025-12-31	$413,054	854	-13.1%	Shares	Sole	2026-01-27
2025-09-30	$490,723	983	-18.2%	Shares	Sole	2025-10-31
2025-06-30	$556,694	1,202	-5.9%	Shares	Sole	2025-07-21
2025-03-31	$570,448	1,277	+12.4%	Shares	Sole	2025-05-20
2024-12-31	$552,027	1,136	+0.2%	Shares	Sole	2025-02-13
2024-09-30	$662,891	1,134	+1.4%	Shares	Sole	2024-11-13
2024-06-30	$522,217	1,118	-15.6%	Shares	Sole	2024-08-02
2024-03-31	$602,247	1,324	+26.3%	Shares	Sole	2024-05-08
2023-12-31	$474,995	1,048	+41.4%	Shares	Sole	2024-02-12
2023-09-30	$303,039	741	+2.9%	Shares	Other	2023-11-15
2023-06-30	$331,473	720	-21.7%	Shares	Other	2023-08-15
2023-03-31	$434,911	920	-9.8%	Shares	Other	2023-05-15
2022-12-31	$496,219	1,020	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.