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DiNuzzo Private Wealth’s Lockheed Martin LMT Stock Holding History

DiNuzzo Private Wealth’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 		$12.7K Hold
25
– – ﹤0.01% 254
2026
Q1 		$15.1K Hold
25
– – ﹤0.01% 223
2025
Q4 		$12.1K Buy
25
+1
+4% +$479 ﹤0.01% 250
2025
Q3 		$10.9K Sell
24
-3
-11% -$1.36K ﹤0.01% 257
2025
Q2 		$12.5K Hold
27
– – ﹤0.01% 229
2025
Q1 		$12.1K Buy
27
+1
+4% +$460 ﹤0.01% 227
2024
Q4 		$12.6K Hold
26
– – ﹤0.01% 206
2024
Q3 		$15.2K Hold
26
– – ﹤0.01% 206
2024
Q2 		$12.1K Buy
26
+2
+8% +$924 ﹤0.01% 175
2024
Q1 		$10.9K Buy
24
+1
+4% +$438 ﹤0.01% 168
2023
Q4 		$10.4K Buy
+23
New +$10.2K ﹤0.01% 167

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

DiNuzzo Private Wealth's LMT Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Lockheed Martin (LMT) position steady in Q2 2026 at 25 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

DiNuzzo Private Wealth first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.2K in Q3 2024. 1,106 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • DiNuzzo Private Wealth held 25 shares of Lockheed Martin worth $12.7K as of Q2 2026.
  • DiNuzzo Private Wealth left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #254 holding.
  • DiNuzzo Private Wealth first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Lockheed Martin position peaked at $15.2K in Q3 2024.
  • 1,106 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.