National Wealth Management Group, LLC
Position in LMT — Lockheed Martin Corp
CIK 1977723
CINCINNATI, OH
Position in LMT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$218,048
-$71,454 QoQ
Shares Held
428
-10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,401
of 2,767 holders
Holding Since
Sep 2022
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026National Wealth Management Group, LLC holds $5,628,624 across 6 Aerospace & Defense names. LMT ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
5,925 | $2,214,350 | |
| 2 | HWM |
Howmet Aerospace Inc.
|
4,780 | $1,285,150 | |
| 3 | EMBJ |
Embraer S.A.
|
12,100 | $771,980 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
2,654 | $771,225 | |
| 5 | RKLB |
Rocket Lab Corp
|
3,619 | $367,871 | |
| 6 | LMT |
Lockheed Martin Corp
This page
|
428 | $218,048 |
All Filings in LMT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,048 | 428 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $289,502 | 479 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $238,449 | 493 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $435,810 | 873 | Shares | Sole | 2025-10-31 | |
| 2024-09-30 | $368,857 | 631 | Shares | Sole | 2024-11-13 | |
| 2022-09-30 | $273,879 | 709 | Shares | Sole | 2023-11-17 | |
| No filing history on record for this holder in this stock. | ||||||