Global Financial Private Client, LLC
Position in LMT — Lockheed Martin Corp
CIK 2023568
Sarasota, FL
Position in LMT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,383,183
-$9,331 QoQ
Shares Held
2,715
+17.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,149
of 2,765 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Global Financial Private Client, LLC holds $9,808,045 across 8 Aerospace & Defense names. LMT ranks #4 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
11,883 | $2,254,561 | |
| 2 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
33,550 | $1,672,802 | |
| 3 | GE |
General Electric Co
|
3,918 | $1,464,274 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
2,715 | $1,383,183 | |
| 5 | GD |
General Dynamics Corp
|
3,101 | $1,098,497 | |
| 6 | BA |
Boeing Co
|
4,913 | $1,063,517 | |
| 7 | RKLB |
Rocket Lab Corp
|
6,122 | $622,301 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
444 | $248,910 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,383,183 | 2,715 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,392,514 | 2,304 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,033,118 | 2,136 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,053,832 | 2,111 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,011,033 | 2,183 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $357,368 | 800 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $382,434 | 787 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $457,710 | 783 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $353,127 | 756 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $337,513 | 742 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $346,728 | 765 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $312,854 | 765 | Shares | Sole | 2024-05-16 | |
| 2023-06-30 | $1,383,902 | 3,006 | Shares | Sole | 2024-05-16 | |
| 2023-03-31 | $1,152,515 | 2,438 | Shares | Sole | 2024-05-16 | |
| 2022-12-31 | $767,194 | 1,577 | Shares | Sole | 2024-05-16 | |
| 2022-09-30 | $243,748 | 631 | Shares | Sole | 2024-05-16 | |
| 2022-06-30 | $280,763 | 653 | Shares | Sole | 2024-05-16 | |
| 2022-03-31 | $280,289 | 635 | Shares | Sole | 2024-05-16 | |
| 2021-12-31 | $884,970 | 2,490 | Shares | Sole | 2024-05-16 | |
| 2021-09-30 | $813,745 | 2,358 | Shares | Sole | 2024-05-16 | |
| 2021-06-30 | $843,342 | 2,229 | Shares | Sole | 2024-05-16 | |
| 2021-03-31 | $504,737 | 1,366 | Shares | Sole | 2024-05-16 | |
| 2020-12-31 | $440,885 | 1,242 | Shares | Sole | 2024-05-16 | |
| 2020-09-30 | $568,020 | 1,482 | Shares | Sole | 2024-05-16 | |
| 2020-06-30 | $540,811 | 1,482 | Shares | Sole | 2024-05-16 | |
| 2020-03-31 | $488,426 | 1,441 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||