BIRCHBROOK, INC.

Position in LMT — Lockheed Martin Corp

CIK 2071468 BANGOR, ME

Position in LMT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$717,319

-$235,199 QoQ

Shares Held

1,408

-10.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#109

of 247 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 99.57386363636364.ToString("F0")% Shared 0.ToString("F0")% None 0.4261363636363636.ToString("F0")%

Industrials · as of Jun 30, 2026

BIRCHBROOK, INC. holds $1,397,247 across 9 Aerospace & Defense names. LMT ranks #1 (51.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	1,408	$717,319
2	GE	General Electric Co	868	$324,397
3	NOC	Northrop Grumman Corp /De/	300	$152,793
4	RTX	RTX Corp	425	$80,635
5	GD	General Dynamics Corp	200	$70,848
6	BA	Boeing Co	203	$43,943
7	LHX	L3harris Technologies, Inc. /De/	23	$6,683
8	RKLB	Rocket Lab Corp	5	$508

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$717,319	1,408	-10.7%	Shares	Sole	2026-07-09
2026-03-31	$952,518	1,576	+2.5%	Shares	Sole	2026-04-08
2025-12-31	$743,884	1,538	+0.1%	Shares	Sole	2026-02-04
2025-09-30	$767,285	1,537	-0.1%	Shares	Sole	2025-11-03
2025-06-30	$712,309	1,538	-15.0%	Shares	Sole	2025-08-11
2025-03-31	$808,098	1,809	-0.5%	Shares	Sole	2025-06-10
2024-12-31	$883,924	1,819	-15.7%	Shares	Sole	2025-06-10
2024-09-30	$1,261,480	2,158	-4.9%	Shares	Sole	2025-06-10
2024-06-30	$1,059,849	2,269	-2.6%	Shares	Sole	2025-06-10
2024-03-31	$1,059,392	2,329	+4.0%	Shares	Sole	2025-06-10
2023-12-31	$1,014,804	2,239	—	Shares	Sole	2025-06-10
No filing history on record for this holder in this stock.