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
Q3 		$224K Hold
448
– – 0.03% 132
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Financial Enhancement Group's LMT Position: Q3 2026 in Review

Financial Enhancement Group held its Lockheed Martin (LMT) position steady in Q3 2026 at 448 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #132.

Financial Enhancement Group first reported a position in LMT in Q1 2018 and has held it in 21 quarters since. The position peaked at $4.68M in Q3 2024. 144 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Financial Enhancement Group held 448 shares of Lockheed Martin worth $224K as of Q3 2026.
  • Financial Enhancement Group left its Lockheed Martin share count unchanged in Q3 2026.
  • Lockheed Martin made up 0.03% of Financial Enhancement Group's portfolio in Q3 2026, its #132 holding.
  • Financial Enhancement Group first reported a position in Lockheed Martin in Q1 2018 and has held it in 21 quarters since.
  • Financial Enhancement Group's Lockheed Martin position peaked at $4.68M in Q3 2024.
  • 144 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.