Buck Wealth Strategies, LLC

Position in LMT — Lockheed Martin Corp

CIK 1973259 DENVER, CO

Position in LMT

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

Position Value

$13,072,743

-$1,190,861 QoQ

Shares Held

25,660

+8.7% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

3.00%

of 13F equity value

Holder Rank

#327

of 2,767 holders

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Buck Wealth Strategies, LLC holds $14,246,688 across 14 Aerospace & Defense names. LMT ranks #1 (91.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	25,660	$13,072,743
2	GE	General Electric Co	872	$325,892
3	HWM	Howmet Aerospace Inc.	841	$226,111
4	NOC	Northrop Grumman Corp /De/	397	$202,196
5	RTX	RTX Corp	919	$174,361
6	GD	General Dynamics Corp	195	$69,076
7	LHX	L3harris Technologies, Inc. /De/	212	$61,605
8	BA	Boeing Co	201	$43,510

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,072,743	25,660	+8.7%	Shares	Sole	2026-07-30
2026-03-31	$14,263,604	23,600	-6.7%	Shares	Sole	2026-05-08
2025-12-31	$12,232,497	25,291	+8.3%	Shares	Sole	2026-02-03
2025-09-30	$11,661,046	23,359	+3.7%	Shares	Sole	2025-11-04
2025-06-30	$10,435,470	22,532	+11.7%	Shares	Sole	2025-08-04
2025-03-31	$9,010,587	20,171	+23.4%	Shares	Sole	2025-04-22
2024-12-31	$7,940,259	16,340	+32.6%	Shares	Sole	2025-01-27
2024-09-30	$7,205,286	12,326	-12.9%	Shares	Sole	2024-11-05
2024-06-30	$6,609,932	14,151	+15.9%	Shares	Sole	2024-08-15
2023-12-31	$5,535,873	12,214	-0.8%	Shares	Sole	2024-01-23
2023-09-30	$5,033,888	12,309	+2.3%	Shares	Sole	2023-11-06
2023-06-30	$5,540,212	12,034	+6.2%	Shares	Sole	2023-11-06
2023-03-31	$5,355,085	11,328	+4.5%	Shares	Sole	2023-11-06
2022-09-30	$4,188,926	10,844	—	Shares	Sole	2023-10-30
No filing history on record for this holder in this stock.