Vertrix Wealth Management, LLC

Position in LMT — Lockheed Martin Corp

CIK 2118328 TROY, MI

Position in LMT

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

Position Value

$4,710,467

-$213,498 QoQ

Shares Held

9,246

+13.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.54%

of 13F equity value

Holder Rank

#609

of 2,765 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Vertrix Wealth Management, LLC holds $7,253,368 across 4 Aerospace & Defense names. LMT ranks #1 (64.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	9,246	$4,710,467
2	BA	Boeing Co	6,046	$1,308,777
3	RTX	RTX Corp	5,359	$1,016,763
4	LHX	L3harris Technologies, Inc. /De/	748	$217,361

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,710,467	9,246	+13.5%	Shares	Sole	2026-07-09
2026-03-31	$4,923,965	8,147	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.