Portside Wealth Group, LLC

Position in LMT — Lockheed Martin Corp

CIK 1978608 Provo, UT

Position in LMT

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

Position Value

$1,262,441

-$117,985 QoQ

Shares Held

2,478

+8.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,190

of 2,756 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Portside Wealth Group, LLC holds $21,194,689 across 12 Aerospace & Defense names. LMT ranks #6 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	25,773	$5,579,080
2	RTX	RTX Corp	24,991	$4,741,542
3	GD	General Dynamics Corp	5,360	$1,898,726
4	GE	General Electric Co	4,932	$1,843,235
5	CW	Curtiss Wright Corp	1,863	$1,411,706
6	LMT	Lockheed Martin Corp This page	2,478	$1,262,441
7	MOG-A	Moog Inc.	2,679	$1,135,467
8	NOC	Northrop Grumman Corp /De/	2,108	$1,073,624

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,262,441	2,478	+8.5%	Shares	Sole	2026-07-14
2026-03-31	$1,380,426	2,284	+2.7%	Shares	Sole	2026-05-12
2025-12-31	$1,075,197	2,223	+6.1%	Shares	Sole	2026-01-21
2025-09-30	$1,046,344	2,096	+3.2%	Shares	Other	2025-11-05
2025-06-30	$940,637	2,031	+9.7%	Shares	Other	2025-08-11
2025-03-31	$827,306	1,852	+12.1%	Shares	Other	2025-04-14
2024-12-31	$802,772	1,652	+9.0%	Shares	Other	2025-04-14
2024-09-30	$885,607	1,515	+7.4%	Shares	Other	2024-10-31
2024-06-30	$658,611	1,410	-3.5%	Shares	Other	2024-07-18
2024-03-31	$664,565	1,461	+1.0%	Shares	Other	2024-04-17
2023-12-31	$655,385	1,446	-6.9%	Shares	Other	2024-01-16
2023-09-30	$635,114	1,553	+8.8%	Shares	Other	2023-10-27
2023-06-30	$656,962	1,427	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.