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Cooper Financial Group’s Lockheed Martin LMT Stock Holding History

Cooper Financial 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 		$1.08M Buy
2,112
+169
+9% +$91.4K 0.09% 163
2026
Q1 		$1.17M Buy
1,943
+26
+1% +$16K 0.12% 135
2025
Q4 		$927K Buy
1,917
+34
+2% +$16.3K 0.1% 151
2025
Q3 		$940K Buy
1,883
+92
+5% +$41.7K 0.1% 152
2025
Q2 		$829K Sell
1,791
-134
-7% -$62.7K 0.1% 168
2025
Q1 		$860K Sell
1,925
-3
-0.2% -$1.38K 0.11% 165
2024
Q4 		$937K Buy
1,928
+90
+5% +$49.1K 0.11% 151
2024
Q3 		$1.07M Sell
1,838
-631
-26% -$339K 0.14% 137
2024
Q2 		$1.15M Sell
2,469
-424
-15% -$196K 0.17% 106
2024
Q1 		$1.32M Buy
2,893
+28
+1% +$12.3K 0.22% 90
2023
Q4 		$1.3M Buy
2,865
+182
+7% +$80.6K 0.24% 83
2023
Q3 		$1.1M Sell
2,683
-106
-4% -$47K 0.26% 92
2023
Q2 		$1.28M Sell
2,789
-956
-26% -$444K 0.32% 76
2023
Q1 		$1.77M Buy
3,745
+409
+12% +$192K 0.48% 44
2022
Q4 		$1.62M Buy
3,336
+106
+3% +$49.3K 0.5% 41
2022
Q3 		$1.25M Buy
3,230
+1,253
+63% +$523K 0.45% 56
2022
Q2 		$850K Buy
1,977
+534
+37% +$234K 0.31% 85
2022
Q1 		$637K Buy
1,443
+709
+97% +$287K 0.24% 98
2021
Q4 		$261K Sell
734
-479
-39% -$166K 0.1% 190
2021
Q3 		$419K Buy
1,213
+7
+0.6% +$2.53K 0.09% 146
2021
Q2 		$456K Sell
1,206
-7
-0.6% -$2.69K 0.09% 130
2021
Q1 		$448K Sell
1,213
-1,705
-58% -$585K 0.1% 133
2020
Q4 		$1.04M Buy
2,918
+1,101
+61% +$405K 0.21% 84
2020
Q3 		$697K Buy
1,817
+21
+1% +$8.01K 0.2% 69
2020
Q2 		$655K Buy
1,796
+231
+15% +$87.3K 0.21% 70
2020
Q1 		$531K Buy
1,565
+213
+16% +$83.8K 0.22% 68
2019
Q4 		$527K Buy
1,352
+22
+2% +$8.44K 0.21% 71
2019
Q3 		$519K Buy
1,330
+298
+29% +$112K 0.23% 63
2019
Q2 		$375K Buy
1,032
+18
+2% +$6.02K 0.18% 81
2019
Q1 		$304K Buy
1,014
+18
+2% +$5.28K 0.17% 77
2018
Q4 		$261K Buy
+996
New +$302K 0.18% 81

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

Cooper Financial Group's LMT Position: Q2 2026 in Review

Cooper Financial Group increased its Lockheed Martin (LMT) stake by 8.7% in Q2 2026, buying an estimated $91.4K and bringing the position to 2,112 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #163.

Cooper Financial Group first reported a position in LMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.77M in Q1 2023. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Cooper Financial Group held 2,112 shares of Lockheed Martin worth $1.08M as of Q2 2026.
  • Cooper Financial Group bought 169 Lockheed Martin shares in Q2 2026, an estimated $91.4K.
  • Lockheed Martin made up 0.09% of Cooper Financial Group's portfolio in Q2 2026, its #163 holding.
  • Cooper Financial Group first reported a position in Lockheed Martin in Q4 2018 and has held it in 31 quarters since.
  • Cooper Financial Group's Lockheed Martin position peaked at $1.77M in Q1 2023.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.