AWM
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Accel Wealth Management’s Lockheed Martin LMT Stock Holding History

Accel 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 		$601K Sell
1,180
-397
-25% -$215K 0.14% 143
2026
Q1 		$953K Sell
1,577
-31
-2% -$19.1K 0.25% 99
2025
Q4 		$778K Buy
1,608
+48
+3% +$23K 0.21% 111
2025
Q3 		$779K Buy
1,560
+112
+8% +$50.8K 0.23% 104
2025
Q2 		$671K Buy
1,448
+325
+29% +$152K 0.22% 106
2025
Q1 		$502K Buy
1,123
+2
+0.2% +$921 0.18% 124
2024
Q4 		$545K Sell
1,121
-78
-7% -$42.5K 0.21% 121
2024
Q3 		$701K Sell
1,199
-49
-4% -$26.3K 0.26% 98
2024
Q2 		$583K Buy
1,248
+7
+0.6% +$3.23K 0.23% 103
2024
Q1 		$564K Buy
1,241
+408
+49% +$179K 0.24% 102
2023
Q4 		$377K Buy
833
+51
+7% +$22.6K 0.19% 119
2023
Q3 		$320K Sell
782
-2
-0.3% -$887 0.18% 118
2023
Q2 		$361K Buy
784
+22
+3% +$10.2K 0.2% 113
2023
Q1 		$360K Sell
762
-41
-5% -$19.2K 0.15% 147
2022
Q4 		$391K Buy
803
+3
+0.4% +$1.39K 0.19% 101
2022
Q3 		$325K Sell
800
-145
-15% -$60.5K 0.17% 115
2022
Q2 		$377K Buy
945
+14
+2% +$6.15K 0.22% 95
2022
Q1 		$415K Buy
931
+4
+0.4% +$1.62K 0.21% 91
2021
Q4 		$330K Buy
927
+113
+14% +$39.1K 0.16% 109
2021
Q3 		$281K Buy
814
+4
+0.5% +$1.45K 0.18% 97
2021
Q2 		$306K Buy
810
+4
+0.5% +$1.54K 0.2% 97
2021
Q1 		$298K Sell
806
-106
-12% -$36.4K 0.24% 83
2020
Q4 		$324K Buy
+912
New +$335K 0.3% 70

Other funds holding LMT

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

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

Accel Wealth Management reduced its Lockheed Martin (LMT) stake by 25% in Q2 2026, selling an estimated $215K and leaving 1,180 shares worth $601K. The position accounts for 0.14% of the portfolio, ranked #143.

Accel Wealth Management first reported a position in LMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $953K in Q1 2026. 1,045 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Accel Wealth Management held 1,180 shares of Lockheed Martin worth $601K as of Q2 2026.
  • Accel Wealth Management sold 397 Lockheed Martin shares in Q2 2026, an estimated $215K.
  • Lockheed Martin made up 0.14% of Accel Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Accel Wealth Management first reported a position in Lockheed Martin in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's Lockheed Martin position peaked at $953K in Q1 2026.
  • 1,045 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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