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Altus Wealth Group’s Lockheed Martin LMT Stock Holding History

Altus Wealth Group’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 		$959K Buy
1,882
+7
+0.4% +$3.78K 0.35% 53
2026
Q1 		$1.13M Buy
1,875
+61
+3% +$37.6K 0.46% 42
2025
Q4 		$877K Buy
1,814
+33
+2% +$15.8K 0.35% 55
2025
Q3 		$889K Sell
1,781
-33
-2% -$15K 0.37% 54
2025
Q2 		$840K Buy
1,814
+25
+1% +$11.7K 0.37% 54
2025
Q1 		$799K Buy
1,789
+143
+9% +$65.8K 0.37% 53
2024
Q4 		$800K Sell
1,646
-63
-4% -$34.3K 0.35% 62
2024
Q3 		$999K Buy
1,709
+175
+11% +$94K 0.43% 51
2024
Q2 		$717K Buy
1,534
+97
+7% +$44.8K 0.36% 63
2024
Q1 		$654K Buy
1,437
+108
+8% +$47.3K 0.33% 72
2023
Q4 		$602K Buy
1,329
+142
+12% +$62.9K 0.33% 73
2023
Q3 		$485K Sell
1,187
-442
-27% -$196K 0.31% 76
2023
Q2 		$750K Buy
1,629
+12
+0.7% +$5.57K 0.46% 52
2023
Q1 		$764K Buy
1,617
+5
+0.3% +$2.35K 0.51% 50
2022
Q4 		$784K Buy
1,612
+514
+47% +$239K 0.6% 43
2022
Q3 		$379K Hold
1,098
– – 0.38% 68
2022
Q2 		$379K Sell
1,098
-112
-9% -$49.2K 0.38% 68
2022
Q1 		$534K Sell
1,210
-13
-1% -$5.27K 0.44% 55
2021
Q4 		$435K Buy
1,223
+125
+11% +$43.2K 0.36% 64
2021
Q3 		$379K Buy
1,098
+78
+8% +$28.2K 0.38% 68
2021
Q2 		$386K Buy
1,020
+4
+0.4% +$1.54K 0.38% 62
2021
Q1 		$394K Buy
1,016
+130
+15% +$44.6K 0.39% 61
2020
Q4 		$315K Buy
+886
New +$326K 0.3% 65

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

Altus Wealth Group's LMT Position: Q2 2026 in Review

Altus Wealth Group increased its Lockheed Martin (LMT) stake by 0.37% in Q2 2026, buying an estimated $3.78K and bringing the position to 1,882 shares worth $959K. The position accounts for 0.35% of the portfolio, ranked #53.

Altus Wealth Group first reported a position in LMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.13M in Q1 2026. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Altus Wealth Group held 1,882 shares of Lockheed Martin worth $959K as of Q2 2026.
  • Altus Wealth Group bought 7 Lockheed Martin shares in Q2 2026, an estimated $3.78K.
  • Lockheed Martin made up 0.35% of Altus Wealth Group's portfolio in Q2 2026, its #53 holding.
  • Altus Wealth Group first reported a position in Lockheed Martin in Q4 2020 and has held it in 23 quarters since.
  • Altus Wealth Group's Lockheed Martin position peaked at $1.13M in Q1 2026.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.