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BankPlus Wealth Management’s Lockheed Martin LMT Stock Holding History

BankPlus 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 		$636K Buy
1,246
+49
+4% +$26.5K 0.29% 57
2026
Q1 		$725K Sell
1,197
-84
-7% -$51.7K 0.37% 45
2025
Q4 		$621K Sell
1,281
-24
-2% -$11.5K 0.34% 52
2025
Q3 		$652K Sell
1,305
-95
-7% -$43.1K 0.38% 48
2025
Q2 		$649K Sell
1,400
-71
-5% -$33.2K 0.43% 43
2025
Q1 		$657K Buy
1,471
+53
+4% +$24.4K 0.48% 40
2024
Q4 		$689K Buy
+1,418
New +$773K 0.51% 38

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

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

BankPlus Wealth Management increased its Lockheed Martin (LMT) stake by 4.1% in Q2 2026, buying an estimated $26.5K and bringing the position to 1,246 shares worth $636K. The position accounts for 0.29% of the portfolio, ranked #57.

BankPlus Wealth Management first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $725K in Q1 2026. 1,027 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • BankPlus Wealth Management held 1,246 shares of Lockheed Martin worth $636K as of Q2 2026.
  • BankPlus Wealth Management bought 49 Lockheed Martin shares in Q2 2026, an estimated $26.5K.
  • Lockheed Martin made up 0.29% of BankPlus Wealth Management's portfolio in Q2 2026, its #57 holding.
  • BankPlus Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Wealth Management's Lockheed Martin position peaked at $725K in Q1 2026.
  • 1,027 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.