PDS Planning, Inc

Position in LMT — Lockheed Martin Corp

CIK 838618 DUBLIN, OH

Position in LMT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$970,521

-$154,248 QoQ

Shares Held

1,905

+2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,330

of 2,765 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

PDS Planning, Inc holds $10,107,618 across 13 Aerospace & Defense names. LMT ranks #4 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	8,502	$3,177,452
2	RTX	RTX Corp	7,810	$1,481,791
3	BA	Boeing Co	5,112	$1,106,594
4	LMT	Lockheed Martin Corp This page	1,905	$970,521
5	HWM	Howmet Aerospace Inc.	1,909	$513,253
6	GD	General Dynamics Corp	1,396	$494,519
7	ESLT	Elbit Systems Ltd	613	$465,095
8	NOC	Northrop Grumman Corp /De/	841	$428,329

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$970,521	1,905	+2.4%	Shares	Sole	2026-08-05
2026-03-31	$1,124,769	1,861	+3.4%	Shares	Sole	2026-04-22
2025-12-31	$870,606	1,800	+1.4%	Shares	Sole	2026-01-26
2025-09-30	$886,596	1,776	-5.9%	Shares	Sole	2025-10-21
2025-06-30	$874,408	1,888	+8.6%	Shares	Sole	2025-07-24
2025-03-31	$776,381	1,738	+16.1%	Shares	Sole	2025-04-24
2024-12-31	$727,452	1,497	+2.7%	Shares	Sole	2025-02-10
2024-09-30	$851,703	1,457	+1.0%	Shares	Sole	2024-10-30
2024-06-30	$674,025	1,443	+2.9%	Shares	Sole	2024-08-08
2024-03-31	$637,727	1,402	+4.5%	Shares	Sole	2024-05-01
2023-12-31	$608,248	1,342	+0.3%	Shares	Sole	2024-02-01
2023-09-30	$547,188	1,338	-5.6%	Shares	Sole	2023-10-23
2023-06-30	$652,358	1,417	+3.9%	Shares	Sole	2023-07-21
2023-03-31	$644,803	1,364	+24.6%	Shares	Sole	2023-05-02
2022-12-31	$532,706	1,095	+3.9%	Shares	Sole	2023-01-27
2022-09-30	$407,149	1,054	-5.2%	Shares	Sole	2022-11-02
2022-06-30	$478,115	1,112	+4.8%	Shares	Sole	2022-07-15
2022-03-31	$468,325	1,061	+13.8%	Shares	Sole	2022-04-18
2021-12-31	$331,242	932	+3.1%	Shares	Sole	2022-01-25
2021-09-30	$311,970	904	+12.6%	Shares	Sole	2021-10-22
2021-06-30	$303,815	803	+11.5%	Shares	Sole	2021-07-26
2021-03-31	$266,040	720	-3.5%	Shares	Sole	2021-04-20
2020-12-31	$264,815	746	+3.9%	Shares	Sole	2021-01-21
2020-09-30	$275,195	718	-32.0%	Shares	Sole	2020-10-19
2020-06-30	$385,355	1,056	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.