Barnes Wealth Management Group’s Lockheed Martin LMT Stock Holding History

Barnes Wealth Management 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	$272K	Sell	533 -36	-6%	-$19.5K	0.13%	153
2026 Q1	$344K	Sell	569 -33	-5%	-$20.3K	0.17%	128
2025 Q4	$291K	Buy	602 +2	+0.3%	+$957	0.16%	131
2025 Q3	$300K	Buy	600 +33	+6%	+$15K	0.16%	121
2025 Q2	$263K	Buy	567 +23	+4%	+$10.8K	0.16%	126
2025 Q1	$243K	Buy	544 +69	+15%	+$31.8K	0.16%	126
2024 Q4	$231K	Buy	+475	New	+$259K	0.15%	124

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

Barnes Wealth Management Group's LMT Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its Lockheed Martin (LMT) stake by 6.3% in Q2 2026, selling an estimated $19.5K and leaving 533 shares worth $272K. The position accounts for 0.13% of the portfolio, ranked #153.

Barnes Wealth Management Group first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $344K in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Barnes Wealth Management Group held 533 shares of Lockheed Martin worth $272K as of Q2 2026.
Barnes Wealth Management Group sold 36 Lockheed Martin shares in Q2 2026, an estimated $19.5K.
Lockheed Martin made up 0.13% of Barnes Wealth Management Group's portfolio in Q2 2026, its #153 holding.
Barnes Wealth Management Group first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
Barnes Wealth Management Group's Lockheed Martin position peaked at $344K in Q1 2026.
898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.