Farther Finance Advisors’s Lockheed Martin LMT Stock Holding History

Farther Finance Advisors’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	$9.37M	Buy	18,408 +744	+4%	+$402K	0.07%	235
2026 Q1	$10.9M	Buy	17,664 +1,160	+7%	+$715K	0.1%	178
2025 Q4	$7.98M	Buy	16,504 +6,468	+64%	+$3.1M	0.09%	205
2025 Q3	$5.01M	Buy	10,036 +2,270	+29%	+$1.03M	0.08%	221
2025 Q2	$3.6M	Sell	7,766 -314	-4%	-$147K	0.07%	236
2025 Q1	$3.62M	Buy	8,080 +2,237	+38%	+$1.03M	0.09%	199
2024 Q4	$2.84M	Buy	5,843 +1,010	+21%	+$551K	0.1%	162
2024 Q3	$2.83M	Buy	4,833 +512	+12%	+$275K	0.11%	160
2024 Q2	$2.02M	Buy	4,321 +581	+16%	+$269K	0.1%	168
2024 Q1	$1.69M	Buy	3,740 +821	+28%	+$360K	0.1%	172
2023 Q4	$1.32M	Buy	2,919 +2,083	+249%	+$923K	0.1%	195
2023 Q3	$342K	Buy	836 +236	+39%	+$105K	0.05%	271
2023 Q2	$276K	Buy	600 +150	+33%	+$69.6K	0.06%	266
2023 Q1	$213K	Buy	450 +80	+22%	+$37.5K	0.06%	253
2022 Q4	$180K	Buy	+370	New	+$172K	0.07%	240

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

Farther Finance Advisors's LMT Position: Q2 2026 in Review

Farther Finance Advisors increased its Lockheed Martin (LMT) stake by 4.2% in Q2 2026, buying an estimated $402K and bringing the position to 18,408 shares worth $9.37M. The position accounts for 0.07% of the portfolio, ranked #235.

Farther Finance Advisors first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.9M in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Farther Finance Advisors held 18,408 shares of Lockheed Martin worth $9.37M as of Q2 2026.
Farther Finance Advisors bought 744 Lockheed Martin shares in Q2 2026, an estimated $402K.
Lockheed Martin made up 0.07% of Farther Finance Advisors's portfolio in Q2 2026, its #235 holding.
Farther Finance Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's Lockheed Martin position peaked at $10.9M in Q1 2026.
898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.