EWP
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Elevation Wealth Partners’s Lockheed Martin LMT Stock Holding History

Elevation 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 		$98.3K Buy
193
+101
+110% +$54.6K 0.03% 196
2026
Q1 		$55.6K Buy
92
+3
+3% +$1.85K 0.02% 223
2025
Q4 		$43K Buy
89
+84
+1,680% +$40.2K 0.02% 260
2025
Q3 		$2.5K Buy
+5
New +$2.27K ﹤0.01% 605

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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Elevation Wealth Partners increased its Lockheed Martin (LMT) stake by 110% in Q2 2026, buying an estimated $54.6K and bringing the position to 193 shares worth $98.3K. The position accounts for 0.03% of the portfolio, ranked #196.

Elevation Wealth Partners first reported a position in LMT in Q3 2025 and has held it in 4 quarters since. 1,183 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Elevation Wealth Partners held 193 shares of Lockheed Martin worth $98.3K as of Q2 2026.
  • Elevation Wealth Partners bought 101 Lockheed Martin shares in Q2 2026, an estimated $54.6K.
  • Lockheed Martin made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #196 holding.
  • Elevation Wealth Partners first reported a position in Lockheed Martin in Q3 2025 and has held it in 4 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.