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Atlantic Edge Private Wealth Management’s Lockheed Martin LMT Stock Holding History

Atlantic Edge Private 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 		$196K Buy
384
+12
+3% +$6.49K 0.04% 140
2026
Q1 		$225K Hold
372
– – 0.06% 126
2025
Q4 		$180K Buy
372
+10
+3% +$4.79K 0.04% 136
2025
Q3 		$181K Buy
362
+277
+326% +$126K 0.05% 136
2025
Q2 		$39.4K Hold
85
– – 0.01% 228
2025
Q1 		$38K Sell
85
-40
-32% -$18.4K 0.01% 220
2024
Q4 		$60.7K Buy
125
+20
+19% +$10.9K 0.02% 188
2024
Q3 		$61.4K Hold
105
– – 0.02% 188
2024
Q2 		$49K Buy
105
+75
+250% +$34.7K 0.02% 195
2024
Q1 		$13.6K Hold
30
– – ﹤0.01% 290
2023
Q4 		$13.6K Buy
+30
New +$13.3K 0.01% 270

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

Atlantic Edge Private Wealth Management's LMT Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Lockheed Martin (LMT) stake by 3.2% in Q2 2026, buying an estimated $6.49K and bringing the position to 384 shares worth $196K. The position accounts for 0.04% of the portfolio, ranked #140.

Atlantic Edge Private Wealth Management first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $225K in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 384 shares of Lockheed Martin worth $196K as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 12 Lockheed Martin shares in Q2 2026, an estimated $6.49K.
  • Lockheed Martin made up 0.04% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's Lockheed Martin position peaked at $225K in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.