Challenger Wealth Management’s Lockheed Martin LMT Stock Holding History

Challenger Wealth Management’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	$1.24M	Buy	2,430 +3	+0.1%	+$1.62K	0.91%	23
2026 Q1	$1.47M	Buy	2,427 +12	+0.5%	+$7.39K	1.17%	20
2025 Q4	$1.17M	Sell	2,415 -104	-4%	-$49.8K	0.89%	25
2025 Q3	$1.26M	Sell	2,519 -610	-19%	-$277K	0.98%	24
2025 Q2	$1.45M	Buy	3,129 +8	+0.3%	+$3.75K	1%	23
2025 Q1	$1.39M	Sell	3,121 -267	-8%	-$123K	1.1%	21
2024 Q4	$1.65M	Buy	+3,388	New	+$1.85M	1.42%	17

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Challenger Wealth Management's LMT Position: Q2 2026 in Review

Challenger Wealth Management increased its Lockheed Martin (LMT) stake by 0.12% in Q2 2026, buying an estimated $1.62K and bringing the position to 2,430 shares worth $1.24M. The position accounts for 0.91% of the portfolio, ranked #23.

Challenger Wealth Management first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q4 2024. 1,251 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Challenger Wealth Management held 2,430 shares of Lockheed Martin worth $1.24M as of Q2 2026.
Challenger Wealth Management bought 3 Lockheed Martin shares in Q2 2026, an estimated $1.62K.
Lockheed Martin made up 0.91% of Challenger Wealth Management's portfolio in Q2 2026, its #23 holding.
Challenger Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
Challenger Wealth Management's Lockheed Martin position peaked at $1.65M in Q4 2024.
1,251 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Challenger Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.