Carolina Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Carolina Wealth 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	$2.06M	Sell	4,046 -51	-1%	-$27.6K	0.81%	46
2026 Q1	$2.48M	Buy	4,097 +3,984	+3,526%	+$2.45M	1.03%	29
2025 Q4	$54.7K	Hold	113	–	–	0.02%	115
2025 Q3	$56.4K	Buy	113 +93	+465%	+$42.2K	0.02%	107
2025 Q2	$9.26K	Hold	20	–	–	﹤0.01%	149
2025 Q1	$8.93K	Buy	+20	New	+$9.21K	﹤0.01%	142

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

Carolina Wealth Advisors's LMT Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Lockheed Martin (LMT) stake by 1.2% in Q2 2026, selling an estimated $27.6K and leaving 4,046 shares worth $2.06M. The position accounts for 0.81% of the portfolio, ranked #46.

Carolina Wealth Advisors first reported a position in LMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.48M in Q1 2026. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Carolina Wealth Advisors held 4,046 shares of Lockheed Martin worth $2.06M as of Q2 2026.
Carolina Wealth Advisors sold 51 Lockheed Martin shares in Q2 2026, an estimated $27.6K.
Lockheed Martin made up 0.81% of Carolina Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Carolina Wealth Advisors first reported a position in Lockheed Martin in Q1 2025 and has held it in 6 quarters since.
Carolina Wealth Advisors's Lockheed Martin position peaked at $2.48M in Q1 2026.
991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.