Strategies Wealth Advisors, LLC

Position in LMT — Lockheed Martin Corp

CIK 1976435 GRAND RAPIDS, MI

Position in LMT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$307,204

-$88,671 QoQ

Shares Held

603

-7.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,116

of 2,765 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Strategies Wealth Advisors, LLC holds $3,323,692 across 5 Aerospace & Defense names. LMT ranks #5 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	3,128	$1,169,027
2	GD	General Dynamics Corp	2,637	$934,130
3	BA	Boeing Co	2,234	$483,593
4	RTX	RTX Corp	2,265	$429,738
5	LMT	Lockheed Martin Corp This page	603	$307,204

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$307,204	603	-7.9%	Shares	Sole	2026-08-14
2026-03-31	$395,875	655	+8.6%	Shares	Sole	2026-05-15
2025-12-31	$291,653	603	+0.5%	Shares	Sole	2026-02-13
2025-09-30	$299,526	600	-9.4%	Shares	Sole	2025-11-12
2025-06-30	$306,598	662	+0.5%	Shares	Sole	2025-08-08
2025-03-31	$294,381	659	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.