Symphony Financial Services, Inc.

Position in LMT — Lockheed Martin Corp

CIK 2031979 AKRON, OH

Position in LMT

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

Position Value

$798,833

-$171,212 QoQ

Shares Held

1,568

-2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.49%

of 13F equity value

Holder Rank

#1,459

of 2,765 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Symphony Financial Services, Inc. holds $1,842,018 across 5 Aerospace & Defense names. LMT ranks #1 (43.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	1,568	$798,833
2	RTX	RTX Corp	1,698	$322,161
3	GE	General Electric Co	758	$283,287
4	HONA	Honeywell Aerospace Inc.	1,058	$233,606
5	BA	Boeing Co	943	$204,131

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$798,833	1,568	-2.3%	Shares	Sole	2026-07-22
2026-03-31	$970,045	1,605	-12.7%	Shares	Sole	2026-05-07
2025-12-31	$888,985	1,838	-11.3%	Shares	Sole	2026-02-12
2025-09-30	$1,034,862	2,073	-0.4%	Shares	Sole	2025-11-12
2025-06-30	$964,257	2,082	0.0%	Shares	Sole	2025-08-08
2025-03-31	$930,050	2,082	-0.7%	Shares	Sole	2025-05-12
2024-12-31	$1,018,530	2,096	0.0%	Shares	Sole	2025-02-06
2024-09-30	$1,225,237	2,096	0.0%	Shares	Sole	2024-11-12
2024-06-30	$979,041	2,096	—	Shares	Sole	2024-08-09
No filing history on record for this holder in this stock.