Annis Gardner Whiting Capital Advisors, LLC

Position in LMT — Lockheed Martin Corp

CIK 1998414 TAMPA, FL

Position in LMT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$550,216

-$84,393 QoQ

Shares Held

1,080

+2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,697

of 2,760 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $10,073,140 across 8 Aerospace & Defense names. LMT ranks #7 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	8,617	$3,220,431
2	AXON	Axon Enterprise, Inc.	2,712	$1,520,374
3	GD	General Dynamics Corp	3,635	$1,287,662
4	RTX	RTX Corp	5,625	$1,067,231
5	RKLB	Rocket Lab Corp	9,820	$998,203
6	BA	Boeing Co	4,506	$975,413
7	LMT	Lockheed Martin Corp This page	1,080	$550,216
8	LHX	L3harris Technologies, Inc. /De/	1,561	$453,610

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$550,216	1,080	+2.9%	Shares	Sole	2026-08-10
2026-03-31	$634,609	1,050	+79.8%	Shares	Sole	2026-05-06
2025-12-31	$282,463	584	-10.6%	Shares	Sole	2026-02-09
2025-09-30	$325,984	653	-5.4%	Shares	Sole	2025-11-03
2025-06-30	$319,566	690	+6.0%	Shares	Sole	2025-08-11
2025-03-31	$290,808	651	+1.6%	Shares	Sole	2025-05-09
2024-12-31	$311,487	641	+13.7%	Shares	Sole	2025-02-12
2024-09-30	$329,691	564	-0.4%	Shares	Sole	2024-11-14
2024-06-30	$264,378	566	+1.3%	Shares	Sole	2024-08-12
2024-03-31	$254,272	559	+68.9%	Shares	Sole	2024-05-13
2023-12-31	$150,022	331	-0.3%	Shares	Sole	2024-02-09
2023-09-30	$135,774	332	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.