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Equibles

Bernard Wealth Management Corp.

Position in LMT — Lockheed Martin Corp

CIK 2056313 ROYAL OAK, MI
Back to LMT Full portfolio

Position in LMT

as of Jun 30, 2026 · filed Aug 21, 2026
Position Value
$40,756
-$16,661 QoQ
Shares Held
80
-15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,652
of 2,786 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in LMT Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

Bernard Wealth Management Corp. holds $1,016,963 across 6 Aerospace & Defense names. LMT ranks #4 (4.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HONA
Honeywell Aerospace Inc.
 2,382 $526,612
2 GD
General Dynamics Corp
 1,074 $380,453
3 SPCX
Space Exploration Technologies Corp
 343 $58,604
4 LMT
Lockheed Martin Corp
This page 		80 $40,756
5 RKLB
Rocket Lab Corp
 100 $10,165
6 GE
General Electric Co
 1 $373

All Filings in LMT

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $40,756 80
2026-03-31 $57,417 95
2025-12-31 $45,948 95
2025-09-30 $47,424 95
2025-06-30 $43,998 95
2025-03-31 $12,061 27
2024-12-31 $7,289 15