PRECEDENT WEALTH PARTNERS, LLC

Position in LMT — Lockheed Martin Corp

CIK 2008666 HOUSTON, TX

Position in LMT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,421,972

-$195,036 QoQ

Shares Held

4,754

+9.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#872

of 2,766 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

PRECEDENT WEALTH PARTNERS, LLC holds $3,186,272 across 3 Aerospace & Defense names. LMT ranks #1 (76.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	4,754	$2,421,972
2	RTX	RTX Corp	2,876	$545,663
3	AXON	Axon Enterprise, Inc.	390	$218,637

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,421,972	4,754	+9.8%	Shares	Sole	2026-07-21
2026-03-31	$2,617,008	4,330	+2.4%	Shares	Sole	2026-04-14
2025-12-31	$2,044,956	4,228	+8.3%	Shares	Sole	2026-01-07
2025-09-30	$1,948,915	3,904	+6.9%	Shares	Sole	2025-10-14
2025-06-30	$1,690,924	3,651	+9.4%	Shares	Sole	2025-07-21
2025-03-31	$1,490,224	3,336	+15.3%	Shares	Sole	2025-04-17
2024-12-31	$1,405,824	2,893	+4.3%	Shares	Sole	2025-01-21
2024-09-30	$1,621,569	2,774	+12.3%	Shares	Sole	2024-10-17
2024-06-30	$1,153,737	2,470	+7.1%	Shares	Sole	2024-07-23
2024-03-31	$1,048,930	2,306	+9.3%	Shares	Sole	2024-04-23
2023-12-31	$955,883	2,109	—	Shares	Sole	2024-01-18
No filing history on record for this holder in this stock.