PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in LMT — Lockheed Martin Corp

CIK 2145782 WALTHAM, MA

Position in LMT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$62,663

+$20,961 QoQ

Shares Held

123

+78.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,585

of 2,767 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $1,213,919 across 10 Aerospace & Defense names. LMT ranks #6 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXON	Axon Enterprise, Inc.	796	$446,245
2	GE	General Electric Co	629	$235,076
3	BA	Boeing Co	627	$135,726
4	LHX	L3harris Technologies, Inc. /De/	454	$131,927
5	RTX	RTX Corp	536	$101,695
6	LMT	Lockheed Martin Corp This page	123	$62,663
7	ESLT	Elbit Systems Ltd	79	$59,938
8	RKLB	Rocket Lab Corp	196	$19,923

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$62,663	123	+78.3%	Shares	Sole	2026-08-07
2026-03-31	$41,702	69	0.0%	Shares	Sole	2026-08-07
2025-12-31	$33,373	69	-32.4%	Shares	Sole	2026-08-07
2025-09-30	$50,919	102	+47.8%	Shares	Sole	2026-08-07
2025-06-30	$31,956	69	-66.5%	Shares	Sole	2026-08-07
2025-03-31	$92,022	206	+12.0%	Shares	Sole	2026-08-07
2024-12-31	$89,412	184	+0.5%	Shares	Sole	2026-08-07
2024-09-30	$106,974	183	-11.6%	Shares	Sole	2026-08-07
2024-06-30	$96,689	207	+0.5%	Shares	Sole	2026-08-07
2024-03-31	$93,703	206	+9.0%	Shares	Sole	2026-08-07
2023-12-31	$85,662	189	0.0%	Shares	Sole	2026-08-07
2023-09-30	$77,293	189	-96.4%	Shares	Sole	2026-08-07
2023-06-30	$23,019	5,320	+10540.0%	Shares	Sole	2026-08-07
2023-03-31	$23,636	50	0.0%	Shares	Sole	2026-08-07
2022-12-31	$24,324	50	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.