EW
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Enzi Wealth’s Lockheed Martin LMT Stock Holding History

Enzi 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 		$210K Sell
408
-3
-0.7% -$1.62K 0.07% 73
2026
Q1 		$248K Hold
411
– – 0.09% 61
2025
Q4 		$235K Buy
411
+3
+0.7% +$1.44K 0.08% 66
2025
Q3 		$201K Buy
+408
New +$185K 0.07% 68

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

Enzi Wealth's LMT Position: Q2 2026 in Review

Enzi Wealth reduced its Lockheed Martin (LMT) stake by 0.73% in Q2 2026, selling an estimated $1.62K and leaving 408 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #73.

Enzi Wealth first reported a position in LMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $248K in Q1 2026. 902 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Enzi Wealth held 408 shares of Lockheed Martin worth $210K as of Q2 2026.
  • Enzi Wealth sold 3 Lockheed Martin shares in Q2 2026, an estimated $1.62K.
  • Lockheed Martin made up 0.07% of Enzi Wealth's portfolio in Q2 2026, its #73 holding.
  • Enzi Wealth first reported a position in Lockheed Martin in Q3 2025 and has held it in 4 quarters since.
  • Enzi Wealth's Lockheed Martin position peaked at $248K in Q1 2026.
  • 902 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.