CFCI
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Comprehensive Financial Consultants Institutional’s Lockheed Martin LMT Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$677K Hold
1,329
– – 0.18% 125
2026
Q1 		$803K Hold
1,329
– – 0.24% 109
2025
Q4 		$643K Sell
1,329
-23
-2% -$11K 0.19% 118
2025
Q3 		$675K Sell
1,352
-44
-3% -$20K 0.21% 116
2025
Q2 		$647K Sell
1,396
-6
-0.4% -$2.81K 0.21% 117
2025
Q1 		$626K Hold
1,402
– – 0.22% 110
2024
Q4 		$681K Buy
1,402
+15
+1% +$8.18K 0.25% 108
2024
Q3 		$811K Buy
1,387
+17
+1% +$9.13K 0.3% 103
2024
Q2 		$640K Hold
1,370
– – 0.25% 107
2024
Q1 		$623K Hold
1,370
– – 0.26% 107
2023
Q4 		$621K Buy
1,370
+1
+0.1% +$443 0.29% 104
2023
Q3 		$560K Sell
1,369
-22
-2% -$9.76K 0.29% 107
2023
Q2 		$654K Sell
1,391
-9
-0.6% -$4.18K 0.35% 96
2023
Q1 		$662K Hold
1,400
– – 0.37% 94
2022
Q4 		$646K Sell
1,400
-21
-1% -$9.76K 0.39% 92
2022
Q3 		$564K Buy
1,421
+2
+0.1% +$835 0.37% 96
2022
Q2 		$587K Hold
1,419
– – 0.42% 93
2022
Q1 		$638K Buy
1,419
+11
+0.8% +$4.46K 0.44% 86
2021
Q4 		$576K Buy
+1,408
New +$487K 0.37% 88

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

Comprehensive Financial Consultants Institutional's LMT Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional held its Lockheed Martin (LMT) position steady in Q2 2026 at 1,329 shares worth $677K. The position accounts for 0.18% of the portfolio, ranked #125.

Comprehensive Financial Consultants Institutional first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $811K in Q3 2024. 805 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 1,329 shares of Lockheed Martin worth $677K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.18% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #125 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's Lockheed Martin position peaked at $811K in Q3 2024.
  • 805 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.