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Demars Financial Group’s Lockheed Martin LMT Stock Holding History

Demars 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 		$414K Sell
812
-88
-10% -$47.6K 0.11% 87
2026
Q1 		$544K Sell
900
-8
-0.9% -$4.93K 0.18% 65
2025
Q4 		$439K Sell
908
-38
-4% -$18.2K 0.15% 67
2025
Q3 		$472K Sell
946
-21
-2% -$9.53K 0.16% 60
2025
Q2 		$448K Buy
967
+86
+10% +$40.3K 0.17% 58
2025
Q1 		$393K Sell
881
-10
-1% -$4.6K 0.17% 56
2024
Q4 		$433K Sell
891
-29
-3% -$15.8K 0.19% 55
2024
Q3 		$538K Buy
920
+1
+0.1% +$537 0.25% 44
2024
Q2 		$429K Sell
919
-1,316
-59% -$608K 0.21% 49
2024
Q1 		$1.02M Sell
2,235
-236
-10% -$103K 0.5% 19
2023
Q4 		$1.12M Sell
2,471
-7,736
-76% -$3.43M 0.6% 18
2023
Q3 		$4.17M Buy
10,207
+392
+4% +$174K 2.39% 11
2023
Q2 		$4.52M Sell
9,815
-175
-2% -$81.2K 2.51% 11
2023
Q1 		$4.72M Sell
9,990
-368
-4% -$173K 2.6% 11
2022
Q4 		$5.04M Sell
10,358
-864
-8% -$401K 2.78% 8
2022
Q3 		$4.33M Buy
11,222
+9,260
+472% +$3.87M 2.58% 12
2022
Q2 		$844K Sell
1,962
-268
-12% -$118K 0.48% 44
2022
Q1 		$984K Sell
2,230
-288
-11% -$117K 0.5% 42
2021
Q4 		$895K Buy
2,518
+355
+16% +$123K 0.47% 48
2021
Q3 		$746K Buy
2,163
+1,257
+139% +$455K 0.44% 51
2021
Q2 		$343K Sell
906
-28
-3% -$10.8K 0.21% 70
2021
Q1 		$345K Buy
934
+341
+58% +$117K 0.23% 67
2020
Q4 		$211K Buy
+593
New +$218K 0.15% 68

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

Demars Financial Group reduced its Lockheed Martin (LMT) stake by 9.8% in Q2 2026, selling an estimated $47.6K and leaving 812 shares worth $414K. The position accounts for 0.11% of the portfolio, ranked #87.

Demars Financial Group first reported a position in LMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.04M in Q4 2022. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Demars Financial Group held 812 shares of Lockheed Martin worth $414K as of Q2 2026.
  • Demars Financial Group sold 88 Lockheed Martin shares in Q2 2026, an estimated $47.6K.
  • Lockheed Martin made up 0.11% of Demars Financial Group's portfolio in Q2 2026, its #87 holding.
  • Demars Financial Group first reported a position in Lockheed Martin in Q4 2020 and has held it in 23 quarters since.
  • Demars Financial Group's Lockheed Martin position peaked at $5.04M in Q4 2022.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.