Envestnet Portfolio Solutions, Inc.

Position in LMT — Lockheed Martin Corp

CIK 1998033 BERWYN, PA

Position in LMT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,746,498

-$792,205 QoQ

Shares Held

5,391

-7.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#828

of 2,760 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $50,822,831 across 22 Aerospace & Defense names. LMT ranks #7 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	52,046	$9,874,687
2	BA	Boeing Co	38,816	$8,402,499
3	GE	General Electric Co	18,478	$6,905,782
4	HWM	Howmet Aerospace Inc.	16,574	$4,456,085
5	HONA	Honeywell Aerospace Inc.	16,707	$3,688,905
6	GD	General Dynamics Corp	9,060	$3,209,414
7	LMT	Lockheed Martin Corp This page	5,391	$2,746,498
8	AXON	Axon Enterprise, Inc.	3,642	$2,041,741

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,746,498	5,391	-7.9%	Shares	Sole	2026-07-20
2026-03-31	$3,538,703	5,855	-45.8%	Shares	Sole	2026-04-29
2025-12-31	$5,228,956	10,811	-3.3%	Shares	Sole	2026-02-06
2025-09-30	$5,578,671	11,175	-4.7%	Shares	Sole	2025-10-30
2025-06-30	$5,431,242	11,727	-46.0%	Shares	Sole	2025-07-25
2025-03-31	$9,704,774	21,725	-22.7%	Shares	Sole	2025-04-21
2024-12-31	$13,654,428	28,099	-10.9%	Shares	Sole	2025-02-10
2024-09-30	$18,437,022	31,540	-1.7%	Shares	Sole	2024-10-31
2024-06-30	$14,982,699	32,076	+7.7%	Shares	Sole	2024-07-16
2024-03-31	$13,552,396	29,794	+7.1%	Shares	Sole	2024-05-06
2023-12-31	$12,612,762	27,828	+6.3%	Shares	Sole	2024-02-07
2023-09-30	$10,710,662	26,190	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.