Core Wealth Partners’s Lockheed Martin LMT Stock Holding History

Core Wealth Partners’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	$637K	Sell	1,250 -48	-4%	-$25.9K	0.27%	85
2026 Q1	$784K	Buy	1,298 +6	+0.5%	+$3.7K	0.36%	67
2025 Q4	$625K	Buy	1,292 +78	+6%	+$37.3K	0.28%	82
2025 Q3	$606K	Buy	1,214 +535	+79%	+$243K	0.28%	76
2025 Q2	$314K	Buy	679 +141	+26%	+$66K	0.16%	119
2025 Q1	$241K	Sell	538 -32	-6%	-$14.7K	0.14%	145
2024 Q4	$277K	Buy	570 +9	+2%	+$4.91K	0.16%	129
2024 Q3	$328K	Sell	561 -20	-3%	-$10.7K	0.2%	108
2024 Q2	$272K	Buy	581 +61	+12%	+$28.2K	0.19%	114
2024 Q1	$236K	Buy	+520	New	+$228K	0.18%	113
2023 Q1	–	Sell	-1,605	Closed	-$215K	–	125
2022 Q4	$215K	Buy	+1,605	New	+$746K	0.24%	90

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

Core Wealth Partners's LMT Position: Q2 2026 in Review

Core Wealth Partners reduced its Lockheed Martin (LMT) stake by 3.7% in Q2 2026, selling an estimated $25.9K and leaving 1,250 shares worth $637K. The position accounts for 0.27% of the portfolio, ranked #85.

Core Wealth Partners first reported a position in LMT in Q4 2022 and has held it in 11 quarters since. The position peaked at $784K in Q1 2026. 901 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Core Wealth Partners held 1,250 shares of Lockheed Martin worth $637K as of Q2 2026.
Core Wealth Partners sold 48 Lockheed Martin shares in Q2 2026, an estimated $25.9K.
Lockheed Martin made up 0.27% of Core Wealth Partners's portfolio in Q2 2026, its #85 holding.
Core Wealth Partners first reported a position in Lockheed Martin in Q4 2022 and has held it in 11 quarters since.
Core Wealth Partners's Lockheed Martin position peaked at $784K in Q1 2026.
901 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.