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Abound Wealth Management’s Lockheed Martin LMT Stock Holding History

Abound Wealth Management’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 		$41.2K Sell
81
-9
-10% -$4.87K 0.01% 265
2026
Q1 		$54.4K Buy
90
+33
+58% +$20.3K 0.01% 233
2025
Q4 		$27.8K Buy
57
+1
+2% +$479 0.01% 308
2025
Q3 		$28.1K Buy
56
+1
+2% +$454 0.01% 293
2025
Q2 		$25.6K Sell
55
-1
-2% -$468 0.01% 288
2025
Q1 		$25.2K Sell
56
-13
-19% -$5.98K 0.01% 265
2024
Q4 		$33.5K Sell
69
-27
-28% -$14.7K 0.01% 218
2024
Q3 		$56.3K Buy
96
+29
+43% +$15.6K 0.02% 164
2024
Q2 		$31.5K Buy
67
+2
+3% +$924 0.01% 205
2024
Q1 		$29.7K Sell
65
-37
-36% -$16.2K 0.01% 195
2023
Q4 		$46.1K Buy
102
+31
+44% +$13.7K 0.02% 159
2023
Q3 		$29.2K Buy
71
+3
+4% +$1.33K 0.01% 185
2023
Q2 		$31.5K Sell
68
-23
-25% -$10.7K 0.01% 171
2023
Q1 		$43.2K Buy
91
+36
+65% +$16.9K 0.02% 138
2022
Q4 		$26.9K Sell
55
-14
-20% -$6.5K 0.01% 166
2022
Q3 		$26.6K Buy
+69
New +$28.8K 0.01% 163

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
WG
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Abound Wealth Management's LMT Position: Q2 2026 in Review

Abound Wealth Management reduced its Lockheed Martin (LMT) stake by 10% in Q2 2026, selling an estimated $4.87K and leaving 81 shares worth $41.2K. The position accounts for 0.01% of the portfolio, ranked #265.

Abound Wealth Management first reported a position in LMT in Q3 2022 and has held it in 16 quarters since. The position peaked at $56.3K in Q3 2024. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Abound Wealth Management held 81 shares of Lockheed Martin worth $41.2K as of Q2 2026.
  • Abound Wealth Management sold 9 Lockheed Martin shares in Q2 2026, an estimated $4.87K.
  • Lockheed Martin made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #265 holding.
  • Abound Wealth Management first reported a position in Lockheed Martin in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Lockheed Martin position peaked at $56.3K in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.