Kroeger Financial Partners’s Lockheed Martin LMT Stock Holding History

Kroeger Financial Partners’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	$168K	Buy	+330	New	+$178K	0.16%	49

Other funds holding LMT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

Kroeger Financial Partners's LMT Position: Q2 2026 in Review

Kroeger Financial Partners opened a new position in Lockheed Martin (LMT) in Q2 2026: 330 shares worth $168K. The stake represents 0.16% of the portfolio and ranks #49 among its holdings.

1,106 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Kroeger Financial Partners held 330 shares of Lockheed Martin worth $168K as of Q2 2026.
Lockheed Martin was a new Kroeger Financial Partners position in Q2 2026.
Lockheed Martin made up 0.16% of Kroeger Financial Partners's portfolio in Q2 2026, its #49 holding.
1,106 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Kroeger Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.