Connecticut Wealth Management’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
$263K Sell
517
-2
-0.4% -$1.08K 0.01% 309
2026
Q1
$314K Sell
519
-354
-41% -$218K 0.01% 273
2025
Q4
$422K Buy
873
+256
+41% +$123K 0.02% 237
2025
Q3
$308K Buy
617
+46
+8% +$20.9K 0.01% 270
2025
Q2
$264K Buy
+571
New +$267K 0.01% 275
2025
Q1
– Sell
-527
Closed -$256K – 315
2024
Q4
$256K Sell
527
-149
-22% -$81.2K 0.01% 241
2024
Q3
$395K Sell
676
-23
-3% -$12.3K 0.02% 243
2024
Q2
$327K Sell
699
-40
-5% -$18.5K 0.02% 253
2024
Q1
$336K Sell
739
-20
-3% -$8.77K 0.02% 256
2023
Q4
$344K Buy
759
+122
+19% +$54.1K 0.02% 251
2023
Q3
$261K Buy
+637
New +$283K 0.02% 249
2023
Q2
– Sell
-498
Closed -$235K – 270
2023
Q1
$235K Buy
498
+23
+5% +$10.8K 0.02% 223
2022
Q4
$231K Buy
+475
New +$221K 0.02% 184
2022
Q3
– Sell
-484
Closed -$208K – 198
2022
Q2
$208K Buy
+484
New +$213K 0.02% 176

Other funds holding LMT

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

Connecticut Wealth Management reduced its Lockheed Martin (LMT) stake by 0.39% in Q2 2026, selling an estimated $1.08K and leaving 517 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #309.

Connecticut Wealth Management first reported a position in LMT in Q2 2022 and has held it in 14 quarters since. The position peaked at $422K in Q4 2025. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Connecticut Wealth Management held 517 shares of Lockheed Martin worth $263K as of Q2 2026.
  • Connecticut Wealth Management sold 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
  • Lockheed Martin made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #309 holding.
  • Connecticut Wealth Management first reported a position in Lockheed Martin in Q2 2022 and has held it in 14 quarters since.
  • Connecticut Wealth Management's Lockheed Martin position peaked at $422K in Q4 2025.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.