Affiance Financial’s Lockheed Martin LMT Stock Holding History

Affiance Financial’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	$481K	Buy	944 +6	+0.6%	+$3.24K	0.07%	78
2026 Q1	$567K	Sell	938 -77	-8%	-$47.4K	0.09%	67
2025 Q4	$491K	Hold	1,015	–	–	0.08%	72
2025 Q3	$507K	Hold	1,015	–	–	0.09%	69
2025 Q2	$470K	Buy	1,015 +15	+2%	+$7.02K	0.1%	68
2025 Q1	$447K	Hold	1,000	–	–	0.1%	69
2024 Q4	$486K	Hold	1,000	–	–	0.12%	69
2024 Q3	$585K	Hold	1,000	–	–	0.14%	62
2024 Q2	$467K	Hold	1,000	–	–	0.12%	66
2024 Q1	$455K	Hold	1,000	–	–	0.12%	68
2023 Q4	$453K	Hold	1,000	–	–	0.13%	68
2023 Q3	$409K	Hold	1,000	–	–	0.21%	69
2023 Q2	$460K	Hold	1,000	–	–	0.22%	70
2023 Q1	$473K	Hold	1,000	–	–	0.25%	66
2022 Q4	$486K	Hold	1,000	–	–	0.2%	72
2022 Q3	$386K	Hold	1,000	–	–	0.22%	56
2022 Q2	$430K	Hold	1,000	–	–	0.23%	60
2022 Q1	$441K	Hold	1,000	–	–	0.21%	67
2021 Q4	$355K	Hold	1,000	–	–	0.15%	87
2021 Q3	$345K	Hold	1,000	–	–	0.15%	85
2021 Q2	$378K	Buy	1,000 +282	+39%	+$108K	0.16%	83
2021 Q1	$265K	Sell	718 -278	-28%	-$95.4K	0.12%	92
2020 Q4	$354K	Hold	996	–	–	0.18%	80
2020 Q3	$382K	Buy	+996	New	+$380K	0.22%	64

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

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

Affiance Financial's LMT Position: Q2 2026 in Review

Affiance Financial increased its Lockheed Martin (LMT) stake by 0.64% in Q2 2026, buying an estimated $3.24K and bringing the position to 944 shares worth $481K. The position accounts for 0.07% of the portfolio, ranked #78.

Affiance Financial first reported a position in LMT in Q3 2020 and has held it in 24 quarters since. The position peaked at $585K in Q3 2024. 1,063 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Affiance Financial held 944 shares of Lockheed Martin worth $481K as of Q2 2026.
Affiance Financial bought 6 Lockheed Martin shares in Q2 2026, an estimated $3.24K.
Lockheed Martin made up 0.07% of Affiance Financial's portfolio in Q2 2026, its #78 holding.
Affiance Financial first reported a position in Lockheed Martin in Q3 2020 and has held it in 24 quarters since.
Affiance Financial's Lockheed Martin position peaked at $585K in Q3 2024.
1,063 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.