FEG
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Financial Enhancement Group’s Lockheed Martin LMT Stock Holding History

Financial Enhancement 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 		$228K Buy
448
+1
+0.2% +$541 0.03% 133
2026
Q1 		$265K Buy
447
+3
+0.7% +$1.85K 0.03% 133
2025
Q4 		$260K Buy
444
+3
+0.7% +$1.44K 0.03% 128
2025
Q3 		$227K Sell
441
-3
-0.7% -$1.36K 0.03% 129
2025
Q2 		$208K Sell
444
-67
-13% -$31.4K 0.03% 126
2025
Q1 		$236K Buy
511
+71
+16% +$32.7K 0.04% 111
2024
Q4 		$213K Sell
440
-10,004
-96% -$5.45M 0.03% 114
2024
Q3 		$4.68M Buy
10,444
+10,003
+2,268% +$5.37M 0.91% 34
2024
Q2 		$242K Buy
+441
New +$204K 0.04% 109
2023
Q2 		– Sell
-10,444
Closed -$4.68M – 122
2023
Q1 		$4.68M Buy
10,444
+5,918
+131% +$2.78M 0.91% 34
2022
Q4 		$2.13M Buy
4,526
+4,101
+965% +$1.91M 0.41% 59
2022
Q3 		$164K Hold
425
– – 0.04% 105
2022
Q2 		$183K Hold
425
– – 0.04% 101
2022
Q1 		$188K Hold
425
– – 0.03% 103
2021
Q4 		$151K Hold
425
– – 0.03% 110
2021
Q3 		$147K Buy
+425
New +$154K 0.03% 109
2019
Q1 		– Sell
-29
Closed -$10K – 319
2018
Q4 		$10K Hold
29
– – ﹤0.01% 188
2018
Q3 		$10K Hold
29
– – ﹤0.01% 188
2018
Q2 		$9K Hold
29
– – ﹤0.01% 182
2018
Q1 		$10K Buy
+29
New +$9.87K ﹤0.01% 186

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 Enhancement Group's LMT Position: Q2 2026 in Review

Financial Enhancement Group increased its Lockheed Martin (LMT) stake by 0.22% in Q2 2026, buying an estimated $541 and bringing the position to 448 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #133.

Financial Enhancement Group first reported a position in LMT in Q1 2018 and has held it in 20 quarters since. The position peaked at $4.68M in Q3 2024. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Financial Enhancement Group held 448 shares of Lockheed Martin worth $228K as of Q2 2026.
  • Financial Enhancement Group bought 1 Lockheed Martin share in Q2 2026, an estimated $541.
  • Lockheed Martin made up 0.03% of Financial Enhancement Group's portfolio in Q2 2026, its #133 holding.
  • Financial Enhancement Group first reported a position in Lockheed Martin in Q1 2018 and has held it in 20 quarters since.
  • Financial Enhancement Group's Lockheed Martin position peaked at $4.68M in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.