FSAG
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Financial Solutions Advisory Group’s Lockheed Martin LMT Stock Holding History

Financial Solutions Advisory 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 		$239K Buy
461
+30
+7% +$16.2K 0.03% 170
2026
Q1 		$260K Buy
+431
New +$266K 0.04% 152

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 Solutions Advisory Group's LMT Position: Q2 2026 in Review

Financial Solutions Advisory Group increased its Lockheed Martin (LMT) stake by 7% in Q2 2026, buying an estimated $16.2K and bringing the position to 461 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #170.

Financial Solutions Advisory Group first reported a position in LMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $260K in Q1 2026. 805 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Financial Solutions Advisory Group held 461 shares of Lockheed Martin worth $239K as of Q2 2026.
  • Financial Solutions Advisory Group bought 30 Lockheed Martin shares in Q2 2026, an estimated $16.2K.
  • Lockheed Martin made up 0.03% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #170 holding.
  • Financial Solutions Advisory Group first reported a position in Lockheed Martin in Q1 2026 and has held it in 2 quarters since.
  • Financial Solutions Advisory Group's Lockheed Martin position peaked at $260K in Q1 2026.
  • 805 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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