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Benedict Financial Advisors’s Lockheed Martin LMT Stock Holding History

Benedict Financial Advisors’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 		$6.32M Sell
12,405
-81
-0.6% -$43.8K 1.23% 19
2026
Q1 		$7.55M Buy
12,486
+394
+3% +$243K 1.57% 16
2025
Q4 		$5.85M Buy
12,092
+614
+5% +$294K 1.23% 21
2025
Q3 		$5.73M Buy
11,478
+78
+0.7% +$35.4K 1.24% 22
2025
Q2 		$5.28M Buy
11,400
+143
+1% +$66.9K 1.2% 27
2025
Q1 		$5.03M Buy
11,257
+207
+2% +$95.3K 1.17% 26
2024
Q4 		$5.37M Sell
11,050
-112
-1% -$61.1K 1.3% 24
2024
Q3 		$6.52M Sell
11,162
-18
-0.2% -$9.66K 1.54% 18
2024
Q2 		$5.22M Buy
11,180
+12
+0.1% +$5.55K 1.32% 24
2024
Q1 		$5.08M Buy
11,168
+117
+1% +$51.3K 1.29% 24
2023
Q4 		$5.01M Buy
11,051
+25
+0.2% +$11.1K 1.36% 23
2023
Q3 		$4.51M Buy
11,026
+25
+0.2% +$11.1K 1.3% 26
2023
Q2 		$5.06M Sell
11,001
-7
-0.1% -$3.25K 1.39% 21
2023
Q1 		$5.2M Buy
11,008
+87
+0.8% +$40.8K 1.47% 19
2022
Q4 		$5.31M Buy
10,921
+66
+0.6% +$30.7K 1.58% 18
2022
Q3 		$4.19M Buy
10,855
+69
+0.6% +$28.8K 1.34% 24
2022
Q2 		$4.64M Buy
10,786
+114
+1% +$50.1K 1.37% 23
2022
Q1 		$4.71M Buy
10,672
+155
+1% +$62.8K 1.26% 27
2021
Q4 		$3.74M Buy
10,517
+508
+5% +$176K 0.97% 43
2021
Q3 		$3.45M Buy
10,009
+510
+5% +$185K 0.96% 40
2021
Q2 		$3.59M Buy
9,499
+539
+6% +$207K 1% 38
2021
Q1 		$3.31M Buy
8,960
+624
+7% +$214K 0.96% 42
2020
Q4 		$2.96M Buy
8,336
+303
+4% +$111K 1.07% 37
2020
Q3 		$3.08M Buy
8,033
+276
+4% +$105K 1.19% 30
2020
Q2 		$2.83M Buy
7,757
+50
+0.6% +$18.9K 1.17% 32
2020
Q1 		$2.61M Buy
7,707
+215
+3% +$84.6K 1.23% 29
2019
Q4 		$2.92M Buy
7,492
+220
+3% +$84.4K 1.14% 34
2019
Q3 		$2.84M Sell
7,272
-148
-2% -$55.7K 1.16% 35
2019
Q2 		$2.7M Buy
7,420
+91
+1% +$30.4K 1.12% 34
2019
Q1 		$2.2M Buy
7,329
+251
+4% +$73.6K 0.95% 44
2018
Q4 		$1.85M Buy
7,078
+124
+2% +$37.6K 0.91% 42
2018
Q3 		$2.41M Buy
6,954
+31
+0.4% +$10K 1.08% 38
2018
Q2 		$2.04M Sell
6,923
-16
-0.2% -$5.16K 1.01% 40
2018
Q1 		$2.35M Buy
6,939
+44
+0.6% +$15K 1.18% 34
2017
Q4 		$2.21M Buy
6,895
+74
+1% +$23.3K 1.07% 39
2017
Q3 		$2.12M Buy
6,821
+11
+0.2% +$3.28K 1.09% 37
2017
Q2 		$1.97M Buy
6,810
+267
+4% +$73.4K 1.02% 38
2017
Q1 		$1.75M Buy
6,543
+656
+11% +$172K 0.95% 42
2016
Q4 		$1.47M Buy
5,887
+597
+11% +$149K 0.85% 43
2016
Q3 		$1.27M Buy
5,290
+1,240
+31% +$310K 0.74% 48
2016
Q2 		$1.01M Buy
4,050
+827
+26% +$195K 0.59% 52
2016
Q1 		$714K Buy
+3,223
New +$693K 0.43% 60

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

Benedict Financial Advisors's LMT Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Lockheed Martin (LMT) stake by 0.65% in Q2 2026, selling an estimated $43.8K and leaving 12,405 shares worth $6.32M. The position accounts for 1.23% of the portfolio, ranked #19.

Benedict Financial Advisors first reported a position in LMT in Q1 2016 and has held it in 42 quarters since. The position peaked at $7.55M in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Benedict Financial Advisors held 12,405 shares of Lockheed Martin worth $6.32M as of Q2 2026.
  • Benedict Financial Advisors sold 81 Lockheed Martin shares in Q2 2026, an estimated $43.8K.
  • Lockheed Martin made up 1.23% of Benedict Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Benedict Financial Advisors first reported a position in Lockheed Martin in Q1 2016 and has held it in 42 quarters since.
  • Benedict Financial Advisors's Lockheed Martin position peaked at $7.55M in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.