Heritage Wealth Management, Inc. /CA/

Position in LMT — Lockheed Martin Corp

CIK 2012170 SAN DIEGO, CA

Position in LMT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$241,993

-$42,674 QoQ

Shares Held

475

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#2,300

of 2,767 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Heritage Wealth Management, Inc. /CA/ holds $1,227,403 across 3 Aerospace & Defense names. LMT ranks #3 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	3,087	$585,696
2	AXON	Axon Enterprise, Inc.	713	$399,714
3	LMT	Lockheed Martin Corp This page	475	$241,993

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,993	475	+0.8%	Shares	Sole	2026-07-22
2026-03-31	$284,667	471	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.