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ARS Wealth Advisors Group’s Lockheed Martin LMT Stock Holding History

ARS Wealth Advisors 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 		$8.04M Buy
15,782
+281
+2% +$152K 0.63% 38
2026
Q1 		$9.37M Sell
15,501
-86
-0.6% -$53K 0.79% 34
2025
Q4 		$7.54M Buy
15,587
+161
+1% +$77K 0.68% 38
2025
Q3 		$7.7M Buy
15,426
+82
+0.5% +$37.2K 0.76% 39
2025
Q2 		$7.11M Buy
15,344
+183
+1% +$85.7K 0.82% 35
2025
Q1 		$6.77M Buy
15,161
+139
+0.9% +$64K 0.96% 31
2024
Q4 		$7.3M Sell
15,022
-137
-0.9% -$74.7K 1% 28
2024
Q3 		$8.86M Sell
15,159
-63
-0.4% -$33.8K 1.09% 27
2024
Q2 		$7.11M Sell
15,222
-205
-1% -$94.7K 0.92% 29
2024
Q1 		$7.02M Sell
15,427
-3,750
-20% -$1.64M 0.95% 30
2023
Q4 		$8.69M Sell
19,177
-2,331
-11% -$1.03M 1.29% 28
2023
Q3 		$8.8M Sell
21,508
-23
-0.1% -$10.2K 1.44% 26
2023
Q2 		$9.91M Sell
21,531
-635
-3% -$295K 1.57% 23
2023
Q1 		$10.5M Sell
22,166
-2,227
-9% -$1.04M 1.93% 17
2022
Q4 		$11.9M Sell
24,393
-3,294
-12% -$1.53M 1.95% 15
2022
Q3 		$10.7M Buy
27,687
+835
+3% +$349K 1.63% 20
2022
Q2 		$11.5M Buy
26,852
+24,323
+962% +$10.7M 1.59% 17
2022
Q1 		$1.12M Buy
2,529
+95
+4% +$38.5K 0.19% 54
2021
Q4 		$865K Sell
2,434
-442
-15% -$153K 0.15% 61
2021
Q3 		$993K Buy
+2,876
New +$1.04M 0.18% 54

Other funds holding LMT

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

ARS Wealth Advisors Group's LMT Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Lockheed Martin (LMT) stake by 1.8% in Q2 2026, buying an estimated $152K and bringing the position to 15,782 shares worth $8.04M. The position accounts for 0.63% of the portfolio, ranked #38.

ARS Wealth Advisors Group first reported a position in LMT in Q3 2021 and has held it in 20 quarters since. The position peaked at $11.9M in Q4 2022. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • ARS Wealth Advisors Group held 15,782 shares of Lockheed Martin worth $8.04M as of Q2 2026.
  • ARS Wealth Advisors Group bought 281 Lockheed Martin shares in Q2 2026, an estimated $152K.
  • Lockheed Martin made up 0.63% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #38 holding.
  • ARS Wealth Advisors Group first reported a position in Lockheed Martin in Q3 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's Lockheed Martin position peaked at $11.9M in Q4 2022.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.