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Asset Advisory Group’s Lockheed Martin LMT Stock Holding History

Asset Advisory 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 		$849K Hold
1,666
– – 0.37% 47
2026
Q1 		$1.01M Hold
1,666
– – 0.51% 40
2025
Q4 		$806K Buy
+1,666
New +$797K 0.4% 43

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
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

Asset Advisory Group's LMT Position: Q2 2026 in Review

Asset Advisory Group held its Lockheed Martin (LMT) position steady in Q2 2026 at 1,666 shares worth $849K. The position accounts for 0.37% of the portfolio, ranked #47.

Asset Advisory Group first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q1 2026. 1,060 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Asset Advisory Group held 1,666 shares of Lockheed Martin worth $849K as of Q2 2026.
  • Asset Advisory Group left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.37% of Asset Advisory Group's portfolio in Q2 2026, its #47 holding.
  • Asset Advisory Group first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Asset Advisory Group's Lockheed Martin position peaked at $1.01M in Q1 2026.
  • 1,060 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.