Coastwise Capital Group’s Lockheed Martin LMT Stock Holding History

Coastwise Capital Group’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	$1.48M	Buy	2,910 +8	+0.3%	+$4.33K	0.86%	33
2026 Q1	$1.75M	Sell	2,902 -560	-16%	-$345K	0.97%	21
2025 Q4	$1.67M	Buy	3,462 +121	+4%	+$57.9K	0.84%	25
2025 Q3	$1.67M	Buy	3,341 +220	+7%	+$99.8K	1.17%	18
2025 Q2	$1.45M	Sell	3,121 -90	-3%	-$42.1K	1.15%	20
2025 Q1	$1.43M	Buy	3,211 +2,619	+442%	+$1.21M	1.21%	20
2024 Q4	$288K	Buy	592 +3	+0.5%	+$1.64K	0.23%	99
2024 Q3	$344K	Buy	+589	New	+$316K	0.28%	88
2023 Q3	–	Sell	-503	Closed	-$232K	–	116
2023 Q2	$232K	Sell	503 -10	-2%	-$4.64K	0.26%	98
2023 Q1	$242K	Sell	513 -467	-48%	-$219K	0.28%	93
2022 Q4	$477K	Hold	980	–	–	0.57%	54
2022 Q3	$379K	Sell	980 -202	-17%	-$84.3K	0.6%	53
2022 Q2	$508K	Buy	1,182 +1	+0.1%	+$439	0.62%	49
2022 Q1	$521K	Buy	+1,181	New	+$479K	0.65%	43

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

Coastwise Capital Group's LMT Position: Q2 2026 in Review

Coastwise Capital Group increased its Lockheed Martin (LMT) stake by 0.28% in Q2 2026, buying an estimated $4.33K and bringing the position to 2,910 shares worth $1.48M. The position accounts for 0.86% of the portfolio, ranked #33.

Coastwise Capital Group first reported a position in LMT in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.75M in Q1 2026. 1,006 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Coastwise Capital Group held 2,910 shares of Lockheed Martin worth $1.48M as of Q2 2026.
Coastwise Capital Group bought 8 Lockheed Martin shares in Q2 2026, an estimated $4.33K.
Lockheed Martin made up 0.86% of Coastwise Capital Group's portfolio in Q2 2026, its #33 holding.
Coastwise Capital Group first reported a position in Lockheed Martin in Q1 2022 and has held it in 14 quarters since.
Coastwise Capital Group's Lockheed Martin position peaked at $1.75M in Q1 2026.
1,006 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.