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Everhart Financial Group’s Lockheed Martin LMT Stock Holding History

Everhart 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 		$1.15M Buy
2,250
+328
+17% +$177K 0.07% 146
2026
Q1 		$1.16M Buy
1,922
+161
+9% +$99.2K 0.1% 140
2025
Q4 		$852K Sell
1,761
-27
-2% -$12.9K 0.08% 179
2025
Q3 		$893K Buy
1,788
+186
+12% +$84.4K 0.09% 162
2025
Q2 		$742K Buy
1,602
+134
+9% +$62.7K 0.09% 169
2025
Q1 		$656K Buy
1,468
+118
+9% +$54.3K 0.09% 157
2024
Q4 		$656K Sell
1,350
-432
-24% -$235K 0.14% 152
2024
Q3 		$1.04M Buy
1,782
+496
+39% +$266K 0.23% 96
2024
Q2 		$601K Buy
1,286
+160
+14% +$73.9K 0.16% 137
2024
Q1 		$512K Buy
1,126
+141
+14% +$61.8K 0.15% 141
2023
Q4 		$446K Buy
985
+85
+9% +$37.7K 0.16% 129
2023
Q3 		$368K Sell
900
-77
-8% -$34.2K 0.16% 124
2023
Q2 		$450K Buy
977
+57
+6% +$26.5K 0.19% 107
2023
Q1 		$435K Buy
920
+95
+12% +$44.5K 0.2% 98
2022
Q4 		$401K Sell
825
-164
-17% -$76.2K 0.2% 94
2022
Q3 		$382K Buy
989
+69
+8% +$28.8K 0.21% 95
2022
Q2 		$395K Buy
+920
New +$404K 0.24% 96

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

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

Everhart Financial Group increased its Lockheed Martin (LMT) stake by 17% in Q2 2026, buying an estimated $177K and bringing the position to 2,250 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #146.

Everhart Financial Group first reported a position in LMT in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.16M in Q1 2026. 564 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Everhart Financial Group held 2,250 shares of Lockheed Martin worth $1.15M as of Q2 2026.
  • Everhart Financial Group bought 328 Lockheed Martin shares in Q2 2026, an estimated $177K.
  • Lockheed Martin made up 0.07% of Everhart Financial Group's portfolio in Q2 2026, its #146 holding.
  • Everhart Financial Group first reported a position in Lockheed Martin in Q2 2022 and has held it in 17 quarters since.
  • Everhart Financial Group's Lockheed Martin position peaked at $1.16M in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.