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Burkett Financial Services’s Lockheed Martin LMT Stock Holding History

Burkett Financial Services’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 		$29.5K Hold
57
– – 0.01% 128
2026
Q1 		$34.8K Hold
57
– – 0.01% 119
2025
Q4 		$27.7K Hold
57
– – 0.01% 126
2025
Q3 		$28.4K Buy
57
+1
+2% +$454 0.01% 124
2025
Q2 		$26.2K Hold
56
– – 0.01% 117
2025
Q1 		$25.1K Hold
56
– – 0.01% 125
2024
Q4 		$27.1K Buy
56
+1
+2% +$545 0.01% 110
2024
Q3 		$32.3K Buy
+55
New +$29.5K 0.01% 101

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

Burkett Financial Services's LMT Position: Q2 2026 in Review

Burkett Financial Services held its Lockheed Martin (LMT) position steady in Q2 2026 at 57 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #128.

Burkett Financial Services first reported a position in LMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $34.8K in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Burkett Financial Services held 57 shares of Lockheed Martin worth $29.5K as of Q2 2026.
  • Burkett Financial Services left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #128 holding.
  • Burkett Financial Services first reported a position in Lockheed Martin in Q3 2024 and has held it in 8 quarters since.
  • Burkett Financial Services's Lockheed Martin position peaked at $34.8K in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.