Creative Capital Management Investments’s Lockheed Martin LMT Stock Holding History

Creative Capital Management Investments’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	$8.15K	Buy	16 +12	+300%	+$6.49K	﹤0.01%	306
2026 Q1	$2.42K	Hold	4	–	–	﹤0.01%	260
2025 Q4	$1.94K	Hold	4	–	–	﹤0.01%	266
2025 Q3	$2K	Sell	4 -103	-96%	-$46.7K	﹤0.01%	245
2025 Q2	$49.6K	Buy	107 +103	+2,575%	+$48.2K	0.02%	119
2025 Q1	$1.79K	Hold	4	–	–	﹤0.01%	216
2024 Q4	$1.94K	Hold	4	–	–	﹤0.01%	230
2024 Q3	$2.34K	Hold	4	–	–	﹤0.01%	197
2024 Q2	$1.87K	Hold	4	–	–	﹤0.01%	205
2024 Q1	$1.82K	Buy	+4	New	+$1.75K	﹤0.01%	190
2023 Q1	–	Sell	-1	Closed	–	–	271
2022 Q4	$0	Buy	+1	New	+$465	﹤0.01%	222

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

Creative Capital Management Investments's LMT Position: Q2 2026 in Review

Creative Capital Management Investments increased its Lockheed Martin (LMT) stake by 300% in Q2 2026, buying an estimated $6.49K and bringing the position to 16 shares worth $8.15K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Creative Capital Management Investments first reported a position in LMT in Q4 2022 and has held it in 11 quarters since. The position peaked at $49.6K in Q2 2025. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Creative Capital Management Investments held 16 shares of Lockheed Martin worth $8.15K as of Q2 2026.
Creative Capital Management Investments bought 12 Lockheed Martin shares in Q2 2026, an estimated $6.49K.
Lockheed Martin made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #306 holding.
Creative Capital Management Investments first reported a position in Lockheed Martin in Q4 2022 and has held it in 11 quarters since.
Creative Capital Management Investments's Lockheed Martin position peaked at $49.6K in Q2 2025.
898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.