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Community Financial Services Group’s Lockheed Martin LMT Stock Holding History

Community Financial Services 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 		$169K Buy
324
+260
+406% +$141K 0.02% 143
2026
Q1 		$39.5K Buy
+64
New +$39.4K 0.01% 204
2015
Q4 		– Sell
-39
Closed -$8K – 152
2015
Q3 		$8K Hold
39
– – ﹤0.01% 222
2015
Q2 		$7K Hold
39
– – ﹤0.01% 238
2015
Q1 		$8K Hold
39
– – ﹤0.01% 243
2014
Q4 		$8K Buy
+39
New +$7.24K ﹤0.01% 238

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Community Financial Services Group's LMT Position: Q2 2026 in Review

Community Financial Services Group increased its Lockheed Martin (LMT) stake by 406% in Q2 2026, buying an estimated $141K and bringing the position to 324 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #143.

Community Financial Services Group first reported a position in LMT in Q4 2014 and has held it in 6 quarters since. 568 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Community Financial Services Group held 324 shares of Lockheed Martin worth $169K as of Q2 2026.
  • Community Financial Services Group bought 260 Lockheed Martin shares in Q2 2026, an estimated $141K.
  • Lockheed Martin made up 0.02% of Community Financial Services Group's portfolio in Q2 2026, its #143 holding.
  • Community Financial Services Group first reported a position in Lockheed Martin in Q4 2014 and has held it in 6 quarters since.
  • 568 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.