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Fiduciary Alliance’s Lockheed Martin LMT Stock Holding History

Fiduciary Alliance’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 		$3.34M Sell
6,562
-1,843
-22% -$996K 0.23% 118
2026
Q1 		$5.14M Sell
8,405
-1,909
-19% -$1.18M 0.31% 82
2025
Q4 		$4.99M Buy
10,314
+528
+5% +$253K 0.33% 73
2025
Q3 		$4.89M Sell
9,786
-5,715
-37% -$2.59M 0.33% 75
2025
Q2 		$7.18M Buy
15,501
+109
+0.7% +$51K 0.54% 44
2025
Q1 		$6.88M Sell
15,392
-1,804
-10% -$830K 0.68% 36
2024
Q4 		$8.36M Buy
17,196
+1,001
+6% +$546K 0.84% 26
2024
Q3 		$9.47M Buy
16,195
+1,098
+7% +$590K 1.26% 22
2024
Q2 		$7.03M Buy
15,097
+1,538
+11% +$711K 1.14% 30
2024
Q1 		$6.14M Sell
13,559
-277
-2% -$121K 1.08% 29
2023
Q4 		$6.27M Buy
13,836
+953
+7% +$422K 1.23% 27
2023
Q3 		$5.27M Buy
12,883
+478
+4% +$212K 1.22% 25
2023
Q2 		$5.71M Buy
12,405
+2,580
+26% +$1.2M 1.23% 28
2023
Q1 		$4.64M Buy
9,825
+850
+9% +$399K 1.17% 29
2022
Q4 		$4.37M Buy
+8,975
New +$4.17M 1.13% 27

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

Fiduciary Alliance's LMT Position: Q2 2026 in Review

Fiduciary Alliance reduced its Lockheed Martin (LMT) stake by 22% in Q2 2026, selling an estimated $996K and leaving 6,562 shares worth $3.34M. The position accounts for 0.23% of the portfolio, ranked #118.

Fiduciary Alliance first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.47M in Q3 2024. 911 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Fiduciary Alliance held 6,562 shares of Lockheed Martin worth $3.34M as of Q2 2026.
  • Fiduciary Alliance sold 1,843 Lockheed Martin shares in Q2 2026, an estimated $996K.
  • Lockheed Martin made up 0.23% of Fiduciary Alliance's portfolio in Q2 2026, its #118 holding.
  • Fiduciary Alliance first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's Lockheed Martin position peaked at $9.47M in Q3 2024.
  • 911 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.