Quotient Wealth Partners, LLC

Position in LMT — Lockheed Martin Corp

CIK 2004904 DALLAS, TX

Position in LMT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,984,556

+$1,364,260 QoQ

Shares Held

9,784

+63.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

#590

of 2,765 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Quotient Wealth Partners, LLC holds $13,886,200 across 11 Aerospace & Defense names. LMT ranks #1 (35.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	9,784	$4,984,556
2	RTX	RTX Corp	15,012	$2,848,226
3	GE	General Electric Co	5,525	$2,064,858
4	GD	General Dynamics Corp	3,322	$1,176,785
5	BA	Boeing Co	2,889	$625,381
6	HWM	Howmet Aerospace Inc.	2,277	$612,194
7	HONA	Honeywell Aerospace Inc.	1,918	$424,031
8	LHX	L3harris Technologies, Inc. /De/	1,112	$323,136

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,984,556	9,784	+63.3%	Shares	Sole	2026-08-03
2026-03-31	$3,620,296	5,990	-1.4%	Shares	Sole	2026-04-16
2025-12-31	$2,937,811	6,074	-3.1%	Shares	Sole	2026-01-22
2025-09-30	$3,128,049	6,266	-0.9%	Shares	Sole	2025-10-10
2025-06-30	$2,929,360	6,325	+108.3%	Shares	Sole	2025-07-29
2025-03-31	$1,356,211	3,036	-11.4%	Shares	Sole	2025-04-30
2024-12-31	$1,664,344	3,425	+13.9%	Shares	Sole	2025-01-28
2024-09-30	$1,757,187	3,006	+0.0%	Shares	Sole	2024-10-09
2024-06-30	$1,403,635	3,005	+9.8%	Shares	Sole	2024-07-24
2024-03-31	$1,244,979	2,737	+33.3%	Shares	Sole	2024-05-14
2023-12-31	$930,501	2,053	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.