Putney Financial Group LLC

Position in LMT — Lockheed Martin Corp

CIK 2056907 SAN RAFAEL, CA

Position in LMT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$787,115

-$154,524 QoQ

Shares Held

1,545

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#1,459

of 2,756 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Putney Financial Group LLC holds $2,128,192 across 5 Aerospace & Defense names. LMT ranks #1 (37.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	1,545	$787,115
2	HEI	Heico Corp	1,237	$440,607
3	GD	General Dynamics Corp	1,023	$362,387
4	WWD	Woodward, Inc.	750	$319,080
5	NOC	Northrop Grumman Corp /De/	430	$219,003

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$787,115	1,545	-0.8%	Shares	Sole	2026-07-21
2026-03-31	$941,639	1,558	-0.6%	Shares	Sole	2026-04-10
2025-12-31	$757,910	1,567	+2.5%	Shares	Sole	2026-01-23
2025-09-30	$763,292	1,529	-22.2%	Shares	Sole	2025-11-07
2025-06-30	$910,533	1,966	-8.9%	Shares	Sole	2025-08-27
2025-03-31	$964,446	2,159	-1.7%	Shares	Sole	2025-04-22
2024-12-31	$1,067,124	2,196	—	Shares	Sole	2025-02-21
No filing history on record for this holder in this stock.