180 Wealth Advisors’s Lockheed Martin LMT Stock Holding History

180 Wealth Advisors’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.28M	Buy	4,477 +81	+2%	+$43.8K	0.23%	108
2026 Q1	$2.66M	Buy	4,396 +73	+2%	+$45K	0.3%	85
2025 Q4	$2.09M	Buy	4,323 +316	+8%	+$151K	0.24%	99
2025 Q3	$2M	Sell	4,007 -51	-1%	-$23.1K	0.24%	101
2025 Q2	$1.88M	Sell	4,058 -171	-4%	-$80K	0.26%	98
2025 Q1	$1.89M	Sell	4,229 -319	-7%	-$147K	0.3%	87
2024 Q4	$2.21M	Sell	4,548 -498	-10%	-$271K	0.35%	68
2024 Q3	$2.95M	Sell	5,046 -179	-3%	-$96.1K	0.46%	54
2024 Q2	$2.41M	Sell	5,225 -159	-3%	-$73.5K	0.39%	70
2024 Q1	$2.45M	Buy	5,384 +96	+2%	+$42.1K	0.44%	62
2023 Q4	$2.41M	Sell	5,288 -23	-0.4%	-$10.2K	0.48%	52
2023 Q3	$2.17M	Buy	5,311 +72	+1%	+$31.9K	0.49%	54
2023 Q2	$2.42M	Sell	5,239 -537	-9%	-$249K	0.53%	47
2023 Q1	$2.73M	Sell	5,776 -938	-14%	-$440K	0.64%	35
2022 Q4	$3.09M	Sell	6,714 -378	-5%	-$176K	0.73%	30
2022 Q3	$2.74M	Buy	7,092 +355	+5%	+$148K	0.75%	30
2022 Q2	$2.92M	Sell	6,737 -5,121	-43%	-$2.25M	0.75%	30
2022 Q1	$5.45M	Buy	11,858 +189	+2%	+$76.6K	1.19%	9
2021 Q4	$4.33M	Buy	11,669 +2,282	+24%	+$789K	0.97%	18
2021 Q3	$3.43M	Buy	9,387 +1,485	+19%	+$537K	0.76%	28
2021 Q2	$2.86M	Buy	7,902 +460	+6%	+$177K	0.65%	31
2021 Q1	$2.88M	Buy	7,442 +1,456	+24%	+$500K	0.71%	30
2020 Q4	$2.04M	Buy	5,986 +1,921	+47%	+$706K	0.59%	43
2020 Q3	$1.51M	Buy	4,065 +76	+2%	+$29K	0.57%	42
2020 Q2	$1.47M	Buy	3,989 +174	+5%	+$65.7K	0.58%	39
2020 Q1	$1.35M	Buy	3,815 +57	+2%	+$22.4K	0.7%	31
2019 Q4	$1.58M	Sell	3,758 -266	-7%	-$102K	0.63%	34
2019 Q3	$1.53M	Buy	4,024 +31	+0.8%	+$11.7K	0.68%	30
2019 Q2	$1.45M	Sell	3,993 -97	-2%	-$32.4K	0.65%	36
2019 Q1	$1.35M	Buy	4,090 +1,340	+49%	+$393K	0.61%	40
2018 Q4	$952K	Sell	2,750 -77	-3%	-$23.4K	0.44%	61
2018 Q3	$978K	Sell	2,827 -1,449	-34%	-$468K	0.45%	58
2018 Q2	$1.26M	Sell	4,276 -416	-9%	-$134K	0.63%	46
2018 Q1	$1.59M	Sell	4,692 -394	-8%	-$134K	0.82%	30
2017 Q4	$1.63M	Buy	+5,086	New	+$1.6M	0.83%	29

Other funds holding LMT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

180 Wealth Advisors's LMT Position: Q2 2026 in Review

180 Wealth Advisors increased its Lockheed Martin (LMT) stake by 1.8% in Q2 2026, buying an estimated $43.8K and bringing the position to 4,477 shares worth $2.28M. The position accounts for 0.23% of the portfolio, ranked #108.

180 Wealth Advisors first reported a position in LMT in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.45M in Q1 2022. 564 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

180 Wealth Advisors held 4,477 shares of Lockheed Martin worth $2.28M as of Q2 2026.
180 Wealth Advisors bought 81 Lockheed Martin shares in Q2 2026, an estimated $43.8K.
Lockheed Martin made up 0.23% of 180 Wealth Advisors's portfolio in Q2 2026, its #108 holding.
180 Wealth Advisors first reported a position in Lockheed Martin in Q4 2017 and has held it in 35 quarters since.
180 Wealth Advisors's Lockheed Martin position peaked at $5.45M in Q1 2022.
564 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.