Gerald Baker Financial Group LLC

Position in LMT — Lockheed Martin Corp

CIK 2133489 ARLINGTON, TX

Position in LMT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$747,377

-$73,989 QoQ

Shares Held

1,467

+7.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,503

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

Gerald Baker Financial Group LLC holds $2,421,267 across 5 Aerospace & Defense names. LMT ranks #2 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	3,703	$801,588
2	LMT	Lockheed Martin Corp This page	1,467	$747,377
3	HONA	Honeywell Aerospace Inc.	1,535	$339,357
4	RKLB	Rocket Lab Corp	2,626	$266,932
5	LOAR	Loar Holdings Inc.	3,300	$266,013

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$747,377	1,467	+7.9%	Shares	Sole	2026-08-03
2026-03-31	$821,366	1,359	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.