Evernest Financial Advisors, LLC

Position in LMT — Lockheed Martin Corp

CIK 2009530 CARMEL, IN

Position in LMT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,047,449

-$254,407 QoQ

Shares Held

2,056

-4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#1,283

of 2,767 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 29% Shared 0% None 71%

Industrials · as of Jun 30, 2026

Evernest Financial Advisors, LLC holds $5,759,154 across 10 Aerospace & Defense names. LMT ranks #3 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	8,394	$1,592,593
2	TATT	Tat Technologies Ltd	24,370	$1,175,365
3	LMT	Lockheed Martin Corp This page	2,056	$1,047,449
4	HONA	Honeywell Aerospace Inc.	1,775	$392,417
5	NOC	Northrop Grumman Corp /De/	666	$339,200
6	SPCX	Space Exploration Technologies Corp	1,970	$336,594
7	SIF	Sifco Industries Inc	11,400	$266,760
8	AIR	Aar Corp	1,665	$237,978

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,047,449	2,056	-4.5%	Shares	Sole	2026-08-06
2026-03-31	$1,301,856	2,154	+3.8%	Shares	Sole	2026-05-04
2025-12-31	$1,003,615	2,075	-16.4%	Shares	Sole	2026-02-13
2025-09-30	$1,239,039	2,482	-1.5%	Shares	Sole	2025-11-12
2025-06-30	$1,166,649	2,519	+4.6%	Shares	Sole	2025-07-28
2025-03-31	$1,075,677	2,408	+1.6%	Shares	Sole	2025-05-12
2024-12-31	$1,152,163	2,371	-13.1%	Shares	Sole	2025-01-23
2024-09-30	$1,594,095	2,727	-9.0%	Shares	Sole	2024-10-21
2024-06-30	$1,399,431	2,996	-0.3%	Shares	Sole	2024-08-07
2024-03-31	$1,366,884	3,005	-11.3%	Shares	Sole	2024-05-10
2023-12-31	$1,536,030	3,389	+2.7%	Shares	Sole	2024-05-10
2021-12-31	$1,172,497	3,299	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.