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Fifth Third Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Fifth Third Wealth 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 		$4.48M Buy
8,800
+25
+0.3% +$13.5K 0.13% 120
2026
Q1 		$5.3M Buy
8,775
+54
+0.6% +$33.3K 0.18% 99
2025
Q4 		$4.22M Buy
8,721
+175
+2% +$83.7K 0.15% 112
2025
Q3 		$4.27M Buy
8,546
+1,187
+16% +$539K 0.16% 101
2025
Q2 		$3.41M Buy
7,359
+2,399
+48% +$1.12M 0.14% 112
2025
Q1 		$2.22M Buy
4,960
+1,054
+27% +$485K 0.11% 120
2024
Q4 		$1.9M Buy
3,906
+411
+12% +$224K 0.1% 133
2024
Q3 		$2.04M Buy
3,495
+367
+12% +$197K 0.13% 122
2024
Q2 		$1.46M Buy
3,128
+1,131
+57% +$523K 0.11% 126
2024
Q1 		$908K Buy
1,997
+360
+22% +$158K 0.14% 108
2023
Q4 		$742K Sell
1,637
-148
-8% -$65.6K 0.24% 92
2023
Q3 		$730K Buy
1,785
+1,180
+195% +$523K 0.29% 83
2023
Q2 		$279K Buy
+605
New +$281K 0.18% 117

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

Fifth Third Wealth Advisors's LMT Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Lockheed Martin (LMT) stake by 0.28% in Q2 2026, buying an estimated $13.5K and bringing the position to 8,800 shares worth $4.48M. The position accounts for 0.13% of the portfolio, ranked #120.

Fifth Third Wealth Advisors first reported a position in LMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.3M in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Fifth Third Wealth Advisors held 8,800 shares of Lockheed Martin worth $4.48M as of Q2 2026.
  • Fifth Third Wealth Advisors bought 25 Lockheed Martin shares in Q2 2026, an estimated $13.5K.
  • Lockheed Martin made up 0.13% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • Fifth Third Wealth Advisors first reported a position in Lockheed Martin in Q2 2023 and has held it in 13 quarters since.
  • Fifth Third Wealth Advisors's Lockheed Martin position peaked at $5.3M in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.