Wealth Group, Ltd.

Position in LMT — Lockheed Martin Corp

CIK 2013988 RALEIGH, NC

Position in LMT

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

Position Value

$3,809,741

+$2,411,183 QoQ

Shares Held

7,478

+223.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#693

of 2,765 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Wealth Group, Ltd. holds $8,470,946 across 5 Aerospace & Defense names. LMT ranks #1 (45.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	7,478	$3,809,741
2	RTX	RTX Corp	14,264	$2,706,308
3	BA	Boeing Co	4,565	$988,185
4	GE	General Electric Co	1,476	$551,625
5	NOC	Northrop Grumman Corp /De/	815	$415,087

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,809,741	7,478	+223.2%	Shares	Sole	2026-07-21
2026-03-31	$1,398,558	2,314	-1.1%	Shares	Sole	2026-04-14
2025-12-31	$1,131,304	2,339	-2.3%	Shares	Sole	2026-01-22
2025-06-30	$1,109,220	2,395	-19.1%	Shares	Sole	2025-08-19
2025-03-31	$1,323,155	2,962	+14.5%	Shares	Sole	2025-05-07
2024-12-31	$1,257,612	2,588	-1.0%	Shares	Sole	2025-02-06
2024-09-30	$1,528,039	2,614	+0.5%	Shares	Sole	2024-10-31
2024-06-30	$1,214,927	2,601	-3.3%	Shares	Sole	2024-08-13
2024-03-31	$1,223,600	2,690	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.