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Adamsbrown Wealth Consultants’s Lockheed Martin LMT Stock Holding History

Adamsbrown Wealth Consultants’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 		$399K Buy
783
+164
+26% +$88.7K 0.08% 101
2026
Q1 		$374K Buy
619
+42
+7% +$25.9K 0.1% 89
2025
Q4 		$279K Sell
577
-40
-6% -$19.1K 0.08% 99
2025
Q3 		$308K Buy
617
+9
+1% +$4.08K 0.08% 88
2025
Q2 		$282K Sell
608
-20
-3% -$9.36K 0.08% 85
2025
Q1 		$281K Buy
628
+29
+5% +$13.3K 0.09% 76
2024
Q4 		$291K Buy
599
+12
+2% +$6.54K 0.1% 77
2024
Q3 		$343K Buy
587
+6
+1% +$3.22K 0.12% 60
2024
Q2 		$271K Buy
581
+123
+27% +$56.8K 0.11% 71
2024
Q1 		$208K Sell
458
-14
-3% -$6.14K 0.08% 75
2023
Q4 		$214K Buy
+472
New +$209K 0.09% 76

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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

Adamsbrown Wealth Consultants's LMT Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Lockheed Martin (LMT) stake by 26% in Q2 2026, buying an estimated $88.7K and bringing the position to 783 shares worth $399K. The position accounts for 0.08% of the portfolio, ranked #101.

Adamsbrown Wealth Consultants first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Adamsbrown Wealth Consultants held 783 shares of Lockheed Martin worth $399K as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 164 Lockheed Martin shares in Q2 2026, an estimated $88.7K.
  • Lockheed Martin made up 0.08% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #101 holding.
  • Adamsbrown Wealth Consultants first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.