JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

Pension

Position in LMT — Lockheed Martin Corp

CIK 2122180 AMMON, ID

Back to LMT Full portfolio

Position in LMT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$422,342

-$11,004 QoQ

Shares Held

829

+15.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,890

of 2,767 holders

Holding Since

Dec 2025

3 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

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $4,181,830 across 5 Aerospace & Defense names. LMT ranks #3 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	9,993	$2,163,184
2	RTX	RTX Corp	5,556	$1,054,139
3	LMT	Lockheed Martin Corp This page	829	$422,342
4	CW	Curtiss Wright Corp	388	$294,010
5	GE	General Electric Co	664	$248,155

All Filings in LMT

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$422,342	829	+15.6%	Shares	Other	2026-07-24
2026-03-31	$433,346	717	-70.8%	Shares	Sole	2026-05-15
2025-12-31	$1,185,957	2,452	—	Shares	Other	2026-04-29
No filing history on record for this holder in this stock.