KINGSWOOD WEALTH ADVISORS, LLC

Position in LMT — Lockheed Martin Corp

CIK 1987855 SAN DIEGO, CA

Position in LMT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,622,840

-$550,134 QoQ

Shares Held

9,074

+6.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#617

of 2,767 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $37,167,031 across 17 Aerospace & Defense names. LMT ranks #3 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	34,452	$6,536,577
2	BA	Boeing Co	25,316	$5,480,154
3	LMT	Lockheed Martin Corp This page	9,074	$4,622,840
4	GD	General Dynamics Corp	12,370	$4,381,948
5	GE	General Electric Co	11,539	$4,312,470
6	SPCX	Space Exploration Technologies Corp	21,029	$3,593,014
7	LHX	L3harris Technologies, Inc. /De/	7,318	$2,126,537
8	HONA	Honeywell Aerospace Inc.	7,948	$1,754,918

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,622,840	9,074	+6.0%	Shares	Sole	2026-07-27
2026-03-31	$5,172,974	8,559	+5.7%	Shares	Sole	2026-04-28
2025-12-31	$3,916,275	8,097	+3.1%	Shares	Sole	2026-01-28
2025-09-30	$3,918,798	7,850	-5.1%	Shares	Sole	2025-10-23
2025-06-30	$3,832,483	8,275	+1.8%	Shares	Sole	2025-07-23
2025-03-31	$3,631,305	8,129	-18.9%	Shares	Sole	2025-07-25
2024-12-31	$4,870,576	10,023	+3.0%	Shares	Sole	2025-01-22
2024-09-30	$5,689,522	9,733	+3.1%	Shares	Sole	2024-10-21
2024-06-30	$4,408,956	9,439	+54.2%	Shares	Sole	2024-07-09
2024-03-31	$2,785,169	6,123	-56.8%	Shares	Sole	2024-04-15
2023-12-31	$6,416,971	14,158	+93.5%	Shares	Sole	2024-01-16
2023-09-30	$2,992,360	7,317	-9.5%	Shares	Sole	2023-10-24
2023-06-30	$3,723,553	8,088	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.