Barlow Wealth Partners’s Lockheed Martin LMT Stock Holding History

Barlow Wealth Partners’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	$431K	Hold	817	–	–	0.05%	94
2026 Q1	$484K	Hold	817	–	–	0.05%	89
2025 Q4	$444K	Hold	817	–	–	0.05%	91
2025 Q3	$398K	Hold	817	–	–	0.04%	90
2025 Q2	$378K	Hold	817	–	–	0.05%	89
2025 Q1	$390K	Hold	817	–	–	0.05%	89
2024 Q4	$395K	Sell	817 -691	-46%	-$377K	0.05%	91
2024 Q3	$913K	Hold	1,508	–	–	0.12%	65
2024 Q2	$777K	Hold	1,508	–	–	0.11%	72
2024 Q1	$679K	Hold	1,508	–	–	0.09%	77
2023 Q4	$683K	Buy	+1,508	New	+$668K	0.1%	74

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

Barlow Wealth Partners's LMT Position: Q2 2026 in Review

Barlow Wealth Partners held its Lockheed Martin (LMT) position steady in Q2 2026 at 817 shares worth $431K. The position accounts for 0.05% of the portfolio, ranked #94.

Barlow Wealth Partners first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $913K in Q3 2024. 1,007 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Barlow Wealth Partners held 817 shares of Lockheed Martin worth $431K as of Q2 2026.
Barlow Wealth Partners left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.05% of Barlow Wealth Partners's portfolio in Q2 2026, its #94 holding.
Barlow Wealth Partners first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
Barlow Wealth Partners's Lockheed Martin position peaked at $913K in Q3 2024.
1,007 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.