SEC 13F Intelligence

Buck Wealth Strategies, LLC / LMT

Buck Wealth Strategies, LLC’s Lockheed Martin Corp Position

Does Buck Wealth Strategies, LLC own Lockheed Martin Corp (LMT)? Yes — 23.6K shares worth $14M (+1.76% of its 13F portfolio) as of Q1 2026, down from 25.3K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
23.6K
% of Portfolio
+1.76%
Quarters Held
10
currently held

Position History LMT

Reported value by quarter
Q3 ’23: $5MQ3 ’23Q4 ’23: $6MQ2 ’24: $7MQ2 ’24Q3 ’24: $7MQ4 ’24: $8MQ4 ’24Q1 ’25: $9MQ2 ’25: $10MQ2 ’25Q3 ’25: $12MQ4 ’25: $12MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.6K$14M+1.76%
Q4 202525.3K$12M+1.55%
Q3 202523.4K$12M+1.60%
Q2 202522.5K$10M+1.59%
Q1 202520.2K$9M+1.64%
Q4 202416.3K$8M+1.65%
Q3 202412.3K$7M+2.27%
Q2 202414.2K$7M+1.95%
Q4 202312.2K$6M+2.05%
Q3 202312.3K$5M+2.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Buck Wealth Strategies, LLC’s full portfolio or all institutional holders of LMT.