Kapstone Financial Advisors LLC

Position in LMT — Lockheed Martin Corp

CIK 1966087 LEBANON, OH

Position in LMT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$746,868

-$23,729 QoQ

Shares Held

1,466

+15.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#1,505

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

Kapstone Financial Advisors LLC holds $2,527,307 across 6 Aerospace & Defense names. LMT ranks #1 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	1,466	$746,868
2	AXON	Axon Enterprise, Inc.	1,283	$719,262
3	BA	Boeing Co	1,447	$313,232
4	RTX	RTX Corp	1,593	$302,239
5	FLY	Firefly Aerospace Inc.	8,016	$235,670
6	GE	General Electric Co	562	$210,036

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$746,868	1,466	+15.0%	Shares	Sole	2026-08-07
2026-03-31	$770,597	1,275	+13.2%	Shares	Sole	2026-04-22
2025-12-31	$544,612	1,126	0.0%	Shares	Sole	2026-02-05
2025-09-30	$562,110	1,126	-1.3%	Shares	Sole	2025-11-07
2025-06-30	$528,442	1,141	0.0%	Shares	Sole	2025-07-11
2025-03-31	$509,696	1,141	-20.8%	Shares	Sole	2025-04-11
2024-12-31	$700,239	1,441	+2.0%	Shares	Sole	2025-02-06
2024-09-30	$825,983	1,413	0.0%	Shares	Sole	2024-11-06
2024-06-30	$660,012	1,413	+4.4%	Shares	Sole	2024-08-02
2024-03-31	$615,893	1,354	-1.8%	Shares	Sole	2024-05-13
2023-12-31	$625,017	1,379	-2.8%	Shares	Sole	2024-02-05
2023-09-30	$580,314	1,419	+5.8%	Shares	Sole	2023-11-03
2023-06-30	$617,369	1,341	+12.5%	Shares	Sole	2023-08-08
2023-03-31	$563,494	1,192	0.0%	Shares	Sole	2023-04-20
2022-12-31	$579,896	1,192	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.