Wealth Management Associates, Inc.
Position in LMT — Lockheed Martin Corp
CIK 2067339
Cherry Hill, NJ
Position in LMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$330,130
-$61,514 QoQ
Shares Held
648
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,065
of 2,765 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Wealth Management Associates, Inc. holds $7,409,146 across 9 Aerospace & Defense names. LMT ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXON |
Axon Enterprise, Inc.
|
4,655 | $2,609,639 | |
| 2 | GE |
General Electric Co
|
5,222 | $1,951,618 | |
| 3 | BA |
Boeing Co
|
3,250 | $703,527 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
2,116 | $614,888 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
1,799 | $397,219 | |
| 6 | RTX |
RTX Corp
|
1,830 | $347,205 | |
| 7 | LMT |
Lockheed Martin Corp
This page
|
648 | $330,130 | |
| 8 | GD |
General Dynamics Corp
|
688 | $243,717 |
All Filings in LMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,130 | 648 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $391,644 | 648 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $315,836 | 653 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $325,984 | 653 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $307,061 | 663 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $281,427 | 630 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $532,590 | 1,096 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $731,869 | 1,252 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $589,480 | 1,262 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $574,045 | 1,262 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $676,234 | 1,492 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $729,175 | 1,783 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $817,634 | 1,776 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $846,186 | 1,790 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $852,816 | 1,753 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $533,080 | 1,380 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $597,644 | 1,390 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $591,034 | 1,339 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $442,130 | 1,244 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | $322,323 | 934 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | $318,570 | 842 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $251,260 | 680 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $219,377 | 618 | Shares | Sole | 2025-05-28 | |
| 2020-09-30 | $227,668 | 594 | Shares | Sole | 2025-05-28 | |
| 2020-06-30 | $214,572 | 588 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||