Dougherty Wealth Advisers’s Lockheed Martin LMT Stock Holding History

Dougherty Wealth Advisers’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	$235K	Hold	462	–	–	0.13%	47
2026 Q1	$279K	Hold	462	–	–	0.18%	37
2025 Q4	$223K	Hold	462	–	–	0.13%	45
2025 Q3	$231K	Hold	462	–	–	0.15%	38
2025 Q2	$214K	Hold	462	–	–	0.14%	36
2025 Q1	$206K	Hold	462	–	–	0.15%	37
2024 Q4	$225K	Hold	462	–	–	0.17%	37
2024 Q3	$270K	Hold	462	–	–	0.21%	30
2024 Q2	$216K	Hold	462	–	–	0.19%	32
2024 Q1	$210K	Hold	462	–	–	0.19%	35
2023 Q4	$209K	Hold	462	–	–	0.19%	37
2023 Q3	$189K	Hold	462	–	–	0.22%	36
2023 Q2	$213K	Hold	462	–	–	0.29%	34
2023 Q1	$218K	Hold	462	–	–	0.33%	31
2022 Q4	$225K	Hold	462	–	–	0.37%	31
2022 Q3	$178K	Hold	462	–	–	0.35%	32
2022 Q2	$199K	Hold	462	–	–	0.37%	31
2022 Q1	$204K	Hold	462	–	–	0.31%	37
2021 Q4	$164K	Hold	462	–	–	0.23%	46
2021 Q3	$159K	Hold	462	–	–	0.24%	42
2021 Q2	$175K	Hold	462	–	–	0.26%	40
2021 Q1	$171K	Sell	462 -239	-34%	-$82K	0.26%	39
2020 Q4	$249K	Hold	701	–	–	0.39%	31
2020 Q3	$269K	Hold	701	–	–	0.93%	24
2020 Q2	$256K	Hold	701	–	–	0.94%	24
2020 Q1	$238K	Hold	701	–	–	0.95%	26
2019 Q4	$273K	Hold	701	–	–	0.83%	27
2019 Q3	$273K	Hold	701	–	–	0.9%	26
2019 Q2	$255K	Hold	701	–	–	0.72%	34
2019 Q1	$210K	Hold	701	–	–	0.71%	33
2018 Q4	$210K	Buy	+701	New	+$213K	0.69%	35

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

Dougherty Wealth Advisers's LMT Position: Q2 2026 in Review

Dougherty Wealth Advisers held its Lockheed Martin (LMT) position steady in Q2 2026 at 462 shares worth $235K. The position accounts for 0.13% of the portfolio, ranked #47.

Dougherty Wealth Advisers first reported a position in LMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $279K in Q1 2026. 907 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Dougherty Wealth Advisers held 462 shares of Lockheed Martin worth $235K as of Q2 2026.
Dougherty Wealth Advisers left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.13% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #47 holding.
Dougherty Wealth Advisers first reported a position in Lockheed Martin in Q4 2018 and has held it in 31 quarters since.
Dougherty Wealth Advisers's Lockheed Martin position peaked at $279K in Q1 2026.
907 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.