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Cyndeo Wealth Partners’s Lockheed Martin LMT Stock Holding History

Cyndeo 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 		$3.41M Sell
6,691
-168
-2% -$90.8K 0.16% 139
2026
Q1 		$4.15M Buy
6,859
+282
+4% +$174K 0.22% 114
2025
Q4 		$3.18M Sell
6,577
-347
-5% -$166K 0.17% 126
2025
Q3 		$3.46M Sell
6,924
-293
-4% -$133K 0.19% 124
2025
Q2 		$3.34M Hold
7,217
– – 0.2% 124
2025
Q1 		$3.22M Buy
7,217
+2
+0% +$921 0.21% 124
2024
Q4 		$3.51M Sell
7,215
-62
-0.9% -$33.8K 0.24% 108
2024
Q3 		$4.25M Buy
7,277
+55
+0.8% +$29.5K 0.3% 92
2024
Q2 		$3.37M Buy
7,222
+1,961
+37% +$906K 0.26% 111
2024
Q1 		$2.39M Buy
5,261
+8
+0.2% +$3.51K 0.2% 142
2023
Q4 		$2.38M Buy
5,253
+53
+1% +$23.5K 0.22% 124
2023
Q3 		$2.13M Sell
5,200
-111
-2% -$49.2K 0.22% 119
2023
Q2 		$2.45M Sell
5,311
-340
-6% -$158K 0.26% 108
2023
Q1 		$2.67M Sell
5,651
-1,450
-20% -$680K 0.29% 104
2022
Q4 		$3.45M Buy
+7,101
New +$3.3M 0.41% 84

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

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

Cyndeo Wealth Partners reduced its Lockheed Martin (LMT) stake by 2.4% in Q2 2026, selling an estimated $90.8K and leaving 6,691 shares worth $3.41M. The position accounts for 0.16% of the portfolio, ranked #139.

Cyndeo Wealth Partners first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.25M in Q3 2024. 919 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Cyndeo Wealth Partners held 6,691 shares of Lockheed Martin worth $3.41M as of Q2 2026.
  • Cyndeo Wealth Partners sold 168 Lockheed Martin shares in Q2 2026, an estimated $90.8K.
  • Lockheed Martin made up 0.16% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #139 holding.
  • Cyndeo Wealth Partners first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Lockheed Martin position peaked at $4.25M in Q3 2024.
  • 919 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.