Center for Wealth Management Advisory’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.86M Buy
3,647
+268
+8% +$145K 1.17% 24
2026
Q1
$2.04M Sell
3,379
-44
-1% -$27.1K 1.47% 15
2025
Q4
$1.66M Buy
+3,423
New +$1.64M 1.22% 26

Other funds holding LMT

Center for Wealth Management Advisory's LMT Position: Q2 2026 in Review

Center for Wealth Management Advisory increased its Lockheed Martin (LMT) stake by 7.9% in Q2 2026, buying an estimated $145K and bringing the position to 3,647 shares worth $1.86M. The position accounts for 1.17% of the portfolio, ranked #24.

Center for Wealth Management Advisory first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.04M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Center for Wealth Management Advisory held 3,647 shares of Lockheed Martin worth $1.86M as of Q2 2026.
  • Center for Wealth Management Advisory bought 268 Lockheed Martin shares in Q2 2026, an estimated $145K.
  • Lockheed Martin made up 1.17% of Center for Wealth Management Advisory's portfolio in Q2 2026, its #24 holding.
  • Center for Wealth Management Advisory first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Center for Wealth Management Advisory's Lockheed Martin position peaked at $2.04M in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.