FP
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Financial Perspectives’s Lockheed Martin LMT Stock Holding History

Financial Perspectives’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 		$13.3K Hold
26
– – ﹤0.01% 514
2026
Q1 		$15.8K Hold
26
– – ﹤0.01% 481
2025
Q4 		$12.7K Hold
26
– – ﹤0.01% 499
2025
Q3 		$13.1K Hold
26
– – ﹤0.01% 491
2025
Q2 		$12.1K Hold
26
– – ﹤0.01% 486
2025
Q1 		$11.7K Hold
26
– – ﹤0.01% 480
2024
Q4 		$12.7K Hold
26
– – ﹤0.01% 476
2024
Q3 		$15.3K Hold
26
– – 0.01% 425
2024
Q2 		$12.2K Hold
26
– – ﹤0.01% 438
2024
Q1 		$11.9K Hold
26
– – ﹤0.01% 443
2023
Q4 		$11.8K Buy
26
+8
+44% +$3.54K ﹤0.01% 454
2023
Q3 		$7.36K Buy
+18
New +$7.99K ﹤0.01% 486

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 Perspectives's LMT Position: Q2 2026 in Review

Financial Perspectives held its Lockheed Martin (LMT) position steady in Q2 2026 at 26 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Financial Perspectives first reported a position in LMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.8K in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Financial Perspectives held 26 shares of Lockheed Martin worth $13.3K as of Q2 2026.
  • Financial Perspectives left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #514 holding.
  • Financial Perspectives first reported a position in Lockheed Martin in Q3 2023 and has held it in 12 quarters since.
  • Financial Perspectives's Lockheed Martin position peaked at $15.8K in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.