Goldstein Advisors, LLC

Position in LMT — Lockheed Martin Corp

CIK 1963807 Madison, WI

Position in LMT

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

Position Value

$209,897

-$60,869 QoQ

Shares Held

412

-8.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#2,433

of 2,765 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Goldstein Advisors, LLC holds $2,370,387 across 5 Aerospace & Defense names. LMT ranks #5 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPCX	Space Exploration Technologies Corp	4,615	$788,518
2	RTX	RTX Corp	2,514	$476,981
3	GE	General Electric Co	1,212	$452,960
4	BA	Boeing Co	2,042	$442,031
5	LMT	Lockheed Martin Corp This page	412	$209,897

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$209,897	412	-8.0%	Shares	Sole	2026-07-20
2026-03-31	$270,766	448	+0.9%	Shares	Sole	2026-04-28
2025-12-31	$214,749	444	0.0%	Shares	Sole	2026-02-10
2025-09-30	$221,649	444	0.0%	Shares	Sole	2025-10-21
2025-06-30	$205,634	444	-53.8%	Shares	Sole	2025-07-29
2025-03-31	$429,288	961	-43.8%	Shares	Sole	2025-04-23
2024-12-31	$830,957	1,710	-0.2%	Shares	Sole	2025-01-17
2024-09-30	$1,001,351	1,713	-1.0%	Shares	Sole	2024-10-24
2024-06-30	$808,550	1,731	+1.2%	Shares	Sole	2024-07-24
2024-03-31	$777,827	1,710	+0.7%	Shares	Sole	2024-05-13
2023-12-31	$769,601	1,698	-3.7%	Shares	Sole	2024-02-12
2023-09-30	$720,996	1,763	+4.3%	Shares	Sole	2023-10-18
2023-06-30	$778,042	1,690	0.0%	Shares	Sole	2023-07-21
2023-03-31	$798,913	1,690	-0.1%	Shares	Sole	2023-05-09
2022-12-31	$823,141	1,692	—	Shares	Sole	2023-02-03
No filing history on record for this holder in this stock.