CALTON & ASSOCIATES, INC.

Position in LMT — Lockheed Martin Corp

CIK 822648 Tampa, FL

Position in LMT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,122,919

-$494,694 QoQ

Shares Held

4,167

-3.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#942

of 2,765 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CALTON & ASSOCIATES, INC. holds $4,496,427 across 5 Aerospace & Defense names. LMT ranks #1 (47.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	4,167	$2,122,919
2	RTX	RTX Corp	4,713	$894,197
3	GE	General Electric Co	1,595	$596,099
4	SPCX	Space Exploration Technologies Corp	3,246	$554,611
5	BA	Boeing Co	1,518	$328,601

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,122,919	4,167	-3.8%	Shares	Sole	2026-08-10
2026-03-31	$2,617,613	4,331	-18.9%	Shares	Sole	2026-05-13
2025-09-30	$2,667,279	5,343	+2.9%	Shares	Sole	2025-11-07
2025-06-30	$2,404,622	5,192	+19.8%	Shares	Sole	2025-08-12
2025-03-31	$1,935,594	4,333	+368.4%	Shares	Sole	2025-05-15
2024-12-31	$449,494	925	-66.4%	Shares	Sole	2025-01-23
2024-09-30	$1,610,462	2,755	+190.9%	Shares	Sole	2024-10-21
2024-06-30	$442,343	947	-4.7%	Shares	Sole	2024-07-19
2024-03-31	$452,140	994	-20.9%	Shares	Sole	2024-04-16
2023-12-31	$569,269	1,256	-39.3%	Shares	Sole	2024-02-07
2023-09-30	$846,138	2,069	+63.3%	Shares	Sole	2023-11-01
2023-06-30	$583,301	1,267	+18.0%	Shares	Sole	2023-07-24
2023-03-31	$507,712	1,074	-22.3%	Shares	Sole	2023-04-19
2022-12-31	$672,815	1,383	+24.6%	Shares	Sole	2023-01-18
2022-09-30	$428,781	1,110	+2.3%	Shares	Sole	2022-10-31
2022-06-30	$466,506	1,085	-6.5%	Shares	Sole	2022-07-12
2022-03-31	$512,024	1,160	-41.9%	Shares	Sole	2022-04-26
2021-12-31	$710,109	1,998	+4.6%	Shares	Sole	2022-01-13
2021-09-30	$659,141	1,910	-14.3%	Shares	Sole	2021-11-05
2021-06-30	$842,963	2,228	-5.3%	Shares	Sole	2021-08-11
2021-03-31	$869,433	2,353	+1.1%	Shares	Sole	2021-05-03
2020-12-31	$826,393	2,328	+2.1%	Shares	Sole	2021-01-25
2020-09-30	$873,878	2,280	+13.1%	Shares	Sole	2020-10-30
2020-06-30	$735,678	2,016	-1.3%	Shares	Sole	2020-08-10
2020-03-31	$692,474	2,043	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.