Arista Wealth Management’s Lockheed Martin LMT Stock Holding History

Arista 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	$2.2M	Buy	4,311 +183	+4%	+$98.9K	0.24%	55
2026 Q1	$2.49M	Sell	4,128 -334	-7%	-$206K	0.3%	44
2025 Q4	$2.16M	Buy	4,462 +802	+22%	+$384K	0.27%	48
2025 Q3	$1.83M	Sell	3,660 -42	-1%	-$19.1K	0.23%	58
2025 Q2	$1.71M	Buy	+3,702	New	+$1.73M	0.24%	57

Other funds holding LMT

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

Arista Wealth Management increased its Lockheed Martin (LMT) stake by 4.4% in Q2 2026, buying an estimated $98.9K and bringing the position to 4,311 shares worth $2.2M. The position accounts for 0.24% of the portfolio, ranked #55.

Arista Wealth Management first reported a position in LMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.49M in Q1 2026. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Arista Wealth Management held 4,311 shares of Lockheed Martin worth $2.2M as of Q2 2026.
Arista Wealth Management bought 183 Lockheed Martin shares in Q2 2026, an estimated $98.9K.
Lockheed Martin made up 0.24% of Arista Wealth Management's portfolio in Q2 2026, its #55 holding.
Arista Wealth Management first reported a position in Lockheed Martin in Q2 2025 and has held it in 5 quarters since.
Arista Wealth Management's Lockheed Martin position peaked at $2.49M in Q1 2026.
991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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