Goldstone Financial Group, LLC

Position in LMT — Lockheed Martin Corp

CIK 2040021 OAKBROOK TERRACE, IL

Position in LMT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$981,219

-$211,846 QoQ

Shares Held

1,926

-2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,325

of 2,766 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Goldstone Financial Group, LLC holds $4,273,063 across 5 Aerospace & Defense names. LMT ranks #3 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp	3,764	$1,333,359
2	BA	Boeing Co	5,639	$1,220,674
3	LMT	Lockheed Martin Corp This page	1,926	$981,219
4	RTX	RTX Corp	2,646	$502,025
5	SPCX	Space Exploration Technologies Corp	1,380	$235,786

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$981,219	1,926	-2.4%	Shares	Sole	2026-08-11
2026-03-31	$1,193,065	1,974	-0.4%	Shares	Sole	2026-04-24
2025-12-31	$958,150	1,981	-3.3%	Shares	Sole	2026-02-13
2025-09-30	$1,022,382	2,048	+5.0%	Shares	Sole	2025-10-17
2025-06-30	$903,123	1,950	+0.5%	Shares	Sole	2025-07-08
2025-03-31	$867,064	1,941	+8.4%	Shares	Sole	2025-04-16
2024-12-31	$869,832	1,790	+2.9%	Shares	Sole	2025-01-15
2024-09-30	$1,017,134	1,740	+1.8%	Shares	Sole	2024-10-28
2024-06-30	$798,741	1,710	0.0%	Shares	Sole	2025-01-15
2024-03-31	$777,827	1,710	0.0%	Shares	Sole	2025-01-15
2023-12-31	$775,040	1,710	0.0%	Shares	Sole	2025-01-15
2023-09-30	$699,321	1,710	+0.9%	Shares	Sole	2025-01-15
2023-06-30	$780,344	1,695	-0.3%	Shares	Sole	2025-01-15
2023-03-31	$803,641	1,700	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.