True Wealth Design, LLC

Position in LMT — Lockheed Martin Corp

CIK 1966033 AKRON, OH

Position in LMT

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

Position Value

$386,680

-$46,063 QoQ

Shares Held

759

+6.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#287

of 438 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Jun 30, 2026

True Wealth Design, LLC holds $3,102,750 across 39 Aerospace & Defense names. LMT ranks #3 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWXT	BWX Technologies, Inc.	3,098	$603,025
2	GE	General Electric Co	1,578	$589,745
3	LMT	Lockheed Martin Corp This page	759	$386,680
4	HWM	Howmet Aerospace Inc.	1,148	$308,651
5	CW	Curtiss Wright Corp	279	$211,415
6	BA	Boeing Co	954	$206,512
7	GD	General Dynamics Corp	464	$164,367
8	RTX	RTX Corp	728	$138,123

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$386,680	759	+6.0%	Shares	Sole	2026-07-16
2026-03-31	$432,743	716	+5.9%	Shares	Sole	2026-04-13
2025-12-31	$326,960	676	+4.0%	Shares	Sole	2026-01-08
2025-09-30	$324,486	650	+23.3%	Shares	Sole	2025-10-21
2025-06-30	$244,074	527	+0.2%	Shares	Sole	2025-08-06
2025-03-31	$234,969	526	+2.1%	Shares	Sole	2025-05-13
2024-12-31	$250,259	515	-1.0%	Shares	Sole	2025-02-14
2024-09-30	$303,971	520	-77.5%	Shares	Sole	2024-11-14
2024-06-30	$1,078,066	2,308	-0.6%	Shares	Sole	2024-08-14
2024-03-31	$1,055,753	2,321	+3.2%	Shares	Sole	2024-05-14
2023-12-31	$1,019,790	2,250	+350.0%	Shares	Sole	2024-02-14
2023-09-30	$204,480	500	0.0%	Shares	Sole	2023-11-13
2023-06-30	$230,190	500	0.0%	Shares	Sole	2023-08-14
2023-03-31	$236,365	500	-76.8%	Shares	Sole	2023-05-12
2022-12-31	$1,046,439	2,151	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.