ALTFEST L J & CO INC

Position in LMT — Lockheed Martin Corp

CIK 712050 NEW YORK, NY

Position in LMT

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

Position Value

$661,279

-$123,219 QoQ

Shares Held

1,298

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,574

of 2,760 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

ALTFEST L J & CO INC holds $10,182,932 across 6 Aerospace & Defense names. LMT ranks #6 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXON	Axon Enterprise, Inc.	6,405	$3,590,707
2	BA	Boeing Co	10,884	$2,356,059
3	HXL	Hexcel Corp /De/	14,023	$1,403,141
4	GE	General Electric Co	3,228	$1,206,400
5	RTX	RTX Corp	5,088	$965,346
6	LMT	Lockheed Martin Corp This page	1,298	$661,279

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$661,279	1,298	0.0%	Shares	Sole	2026-07-30
2026-03-31	$784,498	1,298	-5.5%	Shares	Sole	2026-04-28
2025-12-31	$664,562	1,374	-2.5%	Shares	Sole	2026-01-23
2025-09-30	$703,386	1,409	-11.2%	Shares	Sole	2025-10-21
2025-06-30	$734,540	1,586	-62.4%	Shares	Sole	2025-08-08
2025-03-31	$1,883,329	4,216	+86.0%	Shares	Sole	2025-05-09
2024-12-31	$1,101,625	2,267	-0.7%	Shares	Sole	2025-02-07
2024-09-30	$1,333,965	2,282	-29.4%	Shares	Sole	2024-11-05
2024-06-30	$1,509,200	3,231	-2.4%	Shares	Sole	2024-08-07
2024-03-31	$1,506,074	3,311	-4.1%	Shares	Sole	2024-04-22
2023-12-31	$1,565,490	3,454	-8.0%	Shares	Sole	2024-01-18
2023-09-30	$1,534,826	3,753	+0.2%	Shares	Sole	2023-10-26
2023-06-30	$1,724,583	3,746	+7.3%	Shares	Sole	2023-08-09
2023-03-31	$1,650,773	3,492	+51.1%	Shares	Sole	2023-04-20
2022-12-31	$1,124,278	2,311	-2.7%	Shares	Sole	2023-02-02
2022-09-30	$917,052	2,374	-3.0%	Shares	Sole	2022-11-15
2022-06-30	$1,052,542	2,448	-21.5%	Shares	Sole	2022-08-04
2022-03-31	$1,376,726	3,119	-32.9%	Shares	Sole	2022-05-02
2021-12-31	$1,653,011	4,651	+0.3%	Shares	Sole	2022-01-24
2021-09-30	$1,600,573	4,638	+6.3%	Shares	Sole	2021-10-12
2021-06-30	$1,650,741	4,363	-38.4%	Shares	Sole	2021-07-28
2021-03-31	$2,618,277	7,086	+75.8%	Shares	Sole	2021-05-07
2020-12-31	$1,430,924	4,031	+7.8%	Shares	Sole	2021-01-21
2020-09-30	$1,433,083	3,739	+10.8%	Shares	Sole	2020-10-29
2020-06-30	$1,231,969	3,376	+0.4%	Shares	Sole	2020-07-21
2020-03-31	$1,139,888	3,363	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.