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Ares Financial Consulting’s Lockheed Martin LMT Stock Holding History

Ares Financial Consulting’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 		$25K Hold
49
– – 0.02% 367
2026
Q1 		$30.3K Hold
49
– – 0.02% 303
2025
Q4 		$23.7K Buy
+49
New +$23.4K 0.02% 240

Other funds holding LMT

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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ares Financial Consulting's LMT Position: Q2 2026 in Review

Ares Financial Consulting held its Lockheed Martin (LMT) position steady in Q2 2026 at 49 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #367.

Ares Financial Consulting first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.3K in Q1 2026. 1,636 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Ares Financial Consulting held 49 shares of Lockheed Martin worth $25K as of Q2 2026.
  • Ares Financial Consulting left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.02% of Ares Financial Consulting's portfolio in Q2 2026, its #367 holding.
  • Ares Financial Consulting first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Lockheed Martin position peaked at $30.3K in Q1 2026.
  • 1,636 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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