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

Accurate 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 		$1.28M Buy
2,445
+231
+10% +$125K 0.12% 180
2026
Q1 		$1.36M Buy
2,214
+77
+4% +$47.4K 0.16% 140
2025
Q4 		$1.16M Buy
2,137
+57
+3% +$27.3K 0.15% 158
2025
Q3 		$1.05M Buy
2,080
+91
+5% +$41.3K 0.14% 156
2025
Q2 		$924K Buy
1,989
+209
+12% +$97.8K 0.14% 159
2025
Q1 		$845K Buy
1,780
+40
+2% +$18.4K 0.16% 132
2024
Q4 		$815K Sell
1,740
-210
-11% -$114K 0.16% 143
2024
Q3 		$1.18M Buy
1,950
+310
+19% +$166K 0.24% 100
2024
Q2 		$761K Sell
1,640
-150
-8% -$69.3K 0.18% 121
2024
Q1 		$830K Sell
1,790
-27
-1% -$11.8K 0.24% 94
2023
Q4 		$824K Sell
1,817
-162
-8% -$71.8K 0.26% 91
2023
Q3 		$873K Buy
1,979
+92
+5% +$40.8K 0.27% 83
2023
Q2 		$876K Buy
1,887
+87
+5% +$40.4K 0.27% 82
2023
Q1 		$894K Buy
1,800
+77
+4% +$36.1K 0.31% 76
2022
Q4 		$797K Buy
1,723
+123
+8% +$57.2K 0.29% 72
2022
Q3 		$636K Sell
1,600
-59
-4% -$24.6K 0.27% 68
2022
Q2 		$707K Buy
1,659
+9
+0.5% +$3.95K 0.38% 59
2022
Q1 		$728K Sell
1,650
-100
-6% -$40.5K 0.33% 69
2021
Q4 		$624K Sell
1,750
-10
-0.6% -$3.46K 0.51% 54
2021
Q3 		$619K Sell
1,760
-71
-4% -$25.7K 0.54% 48
2021
Q2 		$693K Buy
+1,831
New +$704K 0.61% 38

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

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

Accurate Wealth Management increased its Lockheed Martin (LMT) stake by 10% in Q2 2026, buying an estimated $125K and bringing the position to 2,445 shares worth $1.28M. The position accounts for 0.12% of the portfolio, ranked #180.

Accurate Wealth Management first reported a position in LMT in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.36M in Q1 2026. 1,003 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Accurate Wealth Management held 2,445 shares of Lockheed Martin worth $1.28M as of Q2 2026.
  • Accurate Wealth Management bought 231 Lockheed Martin shares in Q2 2026, an estimated $125K.
  • Lockheed Martin made up 0.12% of Accurate Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Accurate Wealth Management first reported a position in Lockheed Martin in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's Lockheed Martin position peaked at $1.36M in Q1 2026.
  • 1,003 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.