FC
LMT icon

Financial Consulate’s Lockheed Martin LMT Stock Holding History

Financial Consulate’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 		$1.71M Hold
3,362
– – 0.19% 37
2026
Q1 		$2.03M Sell
3,362
-50
-1% -$30.8K 0.25% 33
2025
Q4 		$1.65M Sell
3,412
-19
-0.6% -$9.09K 0.23% 33
2025
Q3 		$1.71M Buy
+3,431
New +$1.56M 0.24% 33
2023
Q2 		– Sell
-3,503
Closed -$1.66M – 83
2023
Q1 		$1.66M Sell
3,503
-287
-8% -$135K 0.58% 23
2022
Q4 		$1.84M Sell
3,790
-5
-0.1% -$2.32K 0.64% 26
2022
Q3 		$1.47M Hold
3,795
– – 0.62% 24
2022
Q2 		$1.63M Hold
3,795
– – 0.76% 24
2022
Q1 		$1.68M Buy
3,795
+2
+0.1% +$811 0.64% 29
2021
Q4 		$1.35M Buy
3,793
+1
+0% +$346 0.47% 35
2021
Q3 		$1.31M Buy
3,792
+2
+0.1% +$724 0.47% 33
2021
Q2 		$1.43M Sell
3,790
-46
-1% -$17.7K 0.52% 31
2021
Q1 		$1.42M Buy
3,836
+2
+0.1% +$686 0.57% 30
2020
Q4 		$1.36M Buy
3,834
+16
+0.4% +$5.88K 0.59% 31
2020
Q3 		$1.46M Sell
3,818
-98
-3% -$37.4K 0.69% 28
2020
Q2 		$1.43M Sell
3,916
-60
-2% -$22.7K 0.73% 25
2020
Q1 		$1.35M Buy
3,976
+827
+26% +$325K 0.8% 24
2019
Q4 		$1.23M Buy
3,149
+2
+0.1% +$767 0.54% 32
2019
Q3 		$1.23M Buy
3,147
+2
+0.1% +$752 0.53% 34
2019
Q2 		$1.14M Buy
3,145
+89
+3% +$29.8K 0.51% 34
2019
Q1 		$917K Buy
3,056
+3
+0.1% +$880 0.42% 45
2018
Q4 		$799K Buy
3,053
+9
+0.3% +$2.73K 0.48% 48
2018
Q3 		$1.05M Hold
3,044
– – 0.6% 41
2018
Q2 		$899K Sell
3,044
-149
-5% -$48.1K 0.46% 45
2018
Q1 		$1.08M Hold
3,193
– – 0.57% 42
2017
Q4 		$1.02M Hold
3,193
– – 0.52% 44
2017
Q3 		$991K Buy
3,193
+51
+2% +$15.2K 0.54% 42
2017
Q2 		$872K Buy
3,142
+49
+2% +$13.5K 0.51% 42
2017
Q1 		$828K Sell
3,093
-259
-8% -$67.8K 0.53% 44
2016
Q4 		$838K Buy
+3,352
New +$838K 0.61% 35

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

Financial Consulate's LMT Position: Q2 2026 in Review

Financial Consulate held its Lockheed Martin (LMT) position steady in Q2 2026 at 3,362 shares worth $1.71M. The position accounts for 0.19% of the portfolio, ranked #37.

Financial Consulate first reported a position in LMT in Q4 2016 and has held it in 30 quarters since. The position peaked at $2.03M in Q1 2026. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Financial Consulate held 3,362 shares of Lockheed Martin worth $1.71M as of Q2 2026.
  • Financial Consulate left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.19% of Financial Consulate's portfolio in Q2 2026, its #37 holding.
  • Financial Consulate first reported a position in Lockheed Martin in Q4 2016 and has held it in 30 quarters since.
  • Financial Consulate's Lockheed Martin position peaked at $2.03M in Q1 2026.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.