TRAPHAGEN INVESTMENT ADVISORS LLC

Position in LMT — Lockheed Martin Corp

CIK 2023380 ORADELL, NJ

Position in LMT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,111,132

-$180,449 QoQ

Shares Held

2,181

+2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#154

of 438 holders

Holding Since

Jun 2023

13 quarters on record

Industrials · as of Jun 30, 2026

TRAPHAGEN INVESTMENT ADVISORS LLC holds $4,580,336 across 5 Aerospace & Defense names. LMT ranks #2 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	5,727	$2,140,351
2	LMT	Lockheed Martin Corp This page	2,181	$1,111,132
3	RTX	RTX Corp	3,538	$671,264
4	HONA	Honeywell Aerospace Inc.	1,639	$361,891
5	BA	Boeing Co	1,366	$295,698

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,111,132	2,181	+2.1%	Shares	Sole	2026-07-16
2026-03-31	$1,291,581	2,137	-2.3%	Shares	Sole	2026-04-22
2025-12-31	$1,058,269	2,188	+1.3%	Shares	Sole	2026-01-27
2025-09-30	$1,077,794	2,159	-3.0%	Shares	Sole	2025-10-07
2025-06-30	$1,030,486	2,225	+4.7%	Shares	Sole	2025-07-23
2025-03-31	$949,258	2,125	-0.6%	Shares	Sole	2025-04-17
2024-12-31	$1,038,939	2,138	+0.0%	Shares	Sole	2025-01-17
2024-09-30	$1,249,204	2,137	-1.2%	Shares	Sole	2024-10-21
2024-06-30	$1,010,337	2,163	-0.0%	Shares	Sole	2024-07-23
2024-03-31	$984,338	2,164	-7.6%	Shares	Sole	2024-05-15
2023-12-31	$1,061,034	2,341	+4.6%	Shares	Sole	2024-06-17
2023-09-30	$915,661	2,239	+0.0%	Shares	Sole	2024-06-17
2023-06-30	$1,030,330	2,238	—	Shares	Sole	2024-06-17
No filing history on record for this holder in this stock.