CPW
LMT icon

Catalyst Private Wealth’s Lockheed Martin LMT Stock Holding History

Catalyst Private Wealth’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 		$502K Sell
985
-23
-2% -$12.4K 0.24% 52
2026
Q1 		$609K Buy
1,008
+37
+4% +$22.8K 0.33% 45
2025
Q4 		$470K Buy
971
+5
+0.5% +$2.39K 0.21% 53
2025
Q3 		$482K Buy
966
+2
+0.2% +$907 0.21% 52
2025
Q2 		$446K Buy
964
+171
+22% +$80K 0.2% 54
2025
Q1 		$354K Hold
793
– – 0.17% 59
2024
Q4 		$385K Buy
793
+72
+10% +$39.2K 0.17% 62
2024
Q3 		$421K Hold
721
– – 0.21% 53
2024
Q2 		$337K Buy
+721
New +$333K 0.18% 64
2020
Q4 		– Sell
-250
Closed -$96K – 178
2020
Q3 		$96K Buy
+250
New +$95.4K 0.09% 84

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

Catalyst Private Wealth's LMT Position: Q2 2026 in Review

Catalyst Private Wealth reduced its Lockheed Martin (LMT) stake by 2.3% in Q2 2026, selling an estimated $12.4K and leaving 985 shares worth $502K. The position accounts for 0.24% of the portfolio, ranked #52.

Catalyst Private Wealth first reported a position in LMT in Q3 2020 and has held it in 10 quarters since. The position peaked at $609K in Q1 2026. 1,006 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Catalyst Private Wealth held 985 shares of Lockheed Martin worth $502K as of Q2 2026.
  • Catalyst Private Wealth sold 23 Lockheed Martin shares in Q2 2026, an estimated $12.4K.
  • Lockheed Martin made up 0.24% of Catalyst Private Wealth's portfolio in Q2 2026, its #52 holding.
  • Catalyst Private Wealth first reported a position in Lockheed Martin in Q3 2020 and has held it in 10 quarters since.
  • Catalyst Private Wealth's Lockheed Martin position peaked at $609K in Q1 2026.
  • 1,006 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.